Sargent Bickham Lagudis LLC Schwab Fundamental U S Large C Transaction History

Sargent Bickham Lagudis LLC

  • $1.22 Billion
  • Q4 2022

A detailed history of Sargent Bickham Lagudis LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 1,277 shares of FNDX stock, worth $31,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,277
Previous 811 57.46%
Holding current value
$31,222
Previous $38,000 78.95%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 23, 2023
BUY
$48.43 - $56.6 $22,568 - $26,375
466 Added 57.46%
1,277 $0
Q3 2022

Oct 27, 2022
BUY
$47.76 - $56.79 $6,017 - $7,155
126 Added 18.39%
811 $38,000
Q2 2022

Jul 13, 2022
SELL
$49.93 - $59.29 $44,687 - $53,064
-895 Reduced 56.65%
685 $35,000
Q1 2022

Apr 27, 2022
BUY
$55.41 - $59.9 $84,444 - $91,287
1,524 Added 2721.43%
1,580 $92,000
Q4 2020

May 24, 2021
BUY
$37.99 - $45.31 $37 - $45
1 Added 1.82%
56 $3,000
Q2 2020

Sep 07, 2021
SELL
$29.92 - $40.24 $60,887 - $81,888
-2,035 Reduced 97.37%
55 $2,000
Q1 2020

Sep 07, 2021
BUY
$27.15 - $43.59 $53,051 - $85,174
1,954 Added 1436.76%
2,090 $65,000
Q4 2019

Sep 14, 2021
BUY
$38.15 - $42.78 $5,188 - $5,818
136 New
136 $6,000
Q2 2019

Sep 13, 2021
SELL
N/A
-290 Closed
0 $0
Q2 2018

Sep 13, 2021
SELL
N/A
-1,256 Reduced 81.24%
290 $11,000
Q3 2017

Sep 13, 2021
SELL
N/A
-2,568 Reduced 62.42%
1,546 $54,000
Q2 2016

Sep 07, 2021
SELL
N/A
-4,668 Reduced 53.15%
4,114 $125,000
Q1 2016

Sep 07, 2021
BUY
N/A
8,782
8,782 $259,000

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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