Sheets Smith Wealth Management Schwab Fundamental U S Large C Transaction History

Sheets Smith Wealth Management

  • $828 Million
  • Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sheets Smith Wealth Management holds 13,225 shares of FNDX stock, worth $942,942. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,225
Previous 12,307 7.46%
Holding current value
$942,942
Previous $829,000 6.76%
% of portfolio
0.11%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$63.87 - $67.55 $58,632 - $62,010
918 Added 7.46%
13,225 $885,000
Q1 2024

May 08, 2024
BUY
$60.89 - $67.39 $2,983 - $3,302
49 Added 0.4%
12,307 $829,000
Q4 2023

Feb 06, 2024
SELL
$53.46 - $62.11 $15,182 - $17,639
-284 Reduced 2.26%
12,258 $759,000
Q3 2023

Oct 23, 2023
SELL
$55.81 - $59.78 $16,463 - $17,635
-295 Reduced 2.3%
12,542 $701,000
Q2 2023

Aug 09, 2023
BUY
$53.84 - $57.58 $48,563 - $51,937
902 Added 7.56%
12,837 $739,000
Q1 2023

May 26, 2023
BUY
$52.49 - $57.54 $623,581 - $683,575
11,880 Added 21600.0%
11,935 $655,000
Q1 2023

May 12, 2023
SELL
$52.49 - $57.54 $615,550 - $674,771
-11,727 Reduced 99.53%
55 $3,000
Q4 2022

Mar 08, 2023
SELL
$48.43 - $56.6 $22,423 - $26,205
-463 Reduced 3.78%
11,782 $629,000
Q3 2022

Nov 01, 2022
BUY
$47.76 - $56.79 $44,273 - $52,644
927 Added 8.19%
12,245 $585,000
Q2 2022

Jul 27, 2022
BUY
$49.93 - $59.29 $377,870 - $448,706
7,568 Added 201.81%
11,318 $576,000
Q1 2022

May 02, 2022
SELL
$55.41 - $59.9 $177,533 - $191,919
-3,204 Reduced 46.07%
3,750 $219,000
Q4 2021

Jan 20, 2022
BUY
$54.44 - $58.74 $378,575 - $408,477
6,954 New
6,954 $408,000

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
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