Sebold Capital Management, Inc. Schwab Fundamental U S Large C Transaction History

Sebold Capital Management, Inc.

$148 Billion
Q1 2024

A detailed history of Sebold Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sebold Capital Management, Inc. holds 59,348 shares of FNDX stock, worth $3.99 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

59,348

Previous 60,848 2.47%

Holding current value

$3.99 Million

Previous $3.77 Billion 6.12%

% of portfolio

2.7%

Previous 2.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$60.89 - $67.39 $91,335 - $101,085	-1,500 Reduced 2.47%	59,348 $4 Billion
Q4 2023 Jan 17, 2024	BUY	$53.46 - $62.11 $1.07 Million - $1.25 Million	20,067 Added 49.21%	60,848 $3.77 Billion
Q3 2023 Oct 23, 2023	BUY	$55.81 - $59.78 $176,582 - $189,143	3,164 Added 8.41%	40,781 $2.28 Billion
Q2 2023 Jul 28, 2023	SELL	$53.84 - $57.58 $75,106 - $80,324	-1,395 Reduced 3.58%	37,617 $2.17 Billion
Q1 2023 May 11, 2023	SELL	$52.49 - $57.54 $12,177 - $13,349	-232 Reduced 0.59%	39,012 $2.14 Billion

Q4 2022 May 11, 2023	BUY	$52.4 - $56.6 $2.06 Million - $2.22 Million	39,244 New	39,244 $2.1 Billion

Others Institutions Holding FNDX

# of Institutions

516

Shares Held

183M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sebold Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sebold Capital Management, Inc. with notifications on news.

Account

Sebold Capital Management, Inc. Schwab Fundamental U S Large C Transaction History