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 3,565 shares of FNDX stock, worth $83,706. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,565
Previous 3,533 0.91%
Holding current value
$83,706
Previous $236,000 8.05%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$65.36 - $71.76 $2,091 - $2,296
32 Added 0.91%
3,565 $255,000
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

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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