Sequoia Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 118,875 shares of FNDX stock, worth $2.81 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
118,875
Previous 39,542 200.63%
Holding current value
$2.81 Million
Previous $2.84 Million 0.81%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $1.86 Million - $5.69 Million
79,333 Added 200.63%
118,875 $2.81 Million
Q3 2024

Oct 21, 2024
BUY
$65.36 - $71.76 $580,266 - $637,085
8,878 Added 28.95%
39,542 $2.84 Million
Q2 2024

Jul 15, 2024
BUY
$63.87 - $67.55 $19,097 - $20,197
299 Added 0.98%
30,664 $2.05 Million
Q1 2024

Apr 30, 2024
SELL
$60.89 - $67.39 $74,346 - $82,283
-1,221 Reduced 3.87%
30,365 $2.05 Million
Q4 2023

Jan 25, 2024
BUY
$53.46 - $62.11 $372,402 - $432,658
6,966 Added 28.29%
31,586 $1.96 Million
Q3 2023

Nov 08, 2023
SELL
$55.81 - $59.78 $669 - $717
-12 Reduced 0.05%
24,620 $1.38 Million
Q2 2023

Aug 08, 2023
BUY
$53.84 - $57.58 $898,320 - $960,722
16,685 Added 209.95%
24,632 $1.42 Million
Q1 2023

Apr 24, 2023
BUY
$52.49 - $57.54 $193,530 - $212,149
3,687 Added 86.55%
7,947 $436,000
Q4 2022

Feb 10, 2023
SELL
$48.43 - $56.6 $2,034 - $2,377
-42 Reduced 0.98%
4,260 $227,000
Q4 2022

Jan 17, 2023
BUY
$48.43 - $56.6 $208,345 - $243,493
4,302 New
4,302 $0
Q2 2022

Jul 22, 2022
BUY
$49.93 - $59.29 $235,320 - $279,433
4,713 New
4,713 $240,000

Others Institutions Holding FNDX

# of Institutions
663
Shares Held
578M
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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