Sc&H Financial Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Sc&H Financial Advisors, Inc.

  • $401 Million
  • Q2 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 3,533 shares of FNDX stock, worth $253,316. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,533
Previous 3,533 -0.0%
Holding current value
$253,316
Previous $238,000 0.84%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$60.89 - $67.39 $913 - $1,010
15 Added 0.43%
3,533 $238,000
Q4 2023

Feb 01, 2024
BUY
$53.46 - $62.11 $188,072 - $218,502
3,518 New
3,518 $217,000
Q2 2023

Aug 07, 2023
BUY
$53.84 - $57.58 $187,470 - $200,493
3,482 New
3,482 $200,000

Others Institutions Holding FNDX

# of Institutions
562
Shares Held
187M
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
Track This Portfolio

Track Sc&H Financial Advisors, Inc. Portfolio

Follow Sc&H Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email