Signature Estate & Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Signature Estate & Investment Advisors LLC

  • $3.73 Billion
  • Q1 2025

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 7,417,222 shares of FNDX stock, worth $184 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares
7,417,222
Previous 10,389,148 28.61%
Holding current value
$184 Million
Previous $246 Million 28.82%
% of portfolio
4.69%
Previous 6.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$23.03 - $25.01 $68.4 Million - $74.3 Million
-2,971,926 Reduced 28.61%
7,417,222 $175 Million
Q4 2024

Feb 11, 2025
BUY
$23.49 - $71.77 $169 Million - $516 Million
7,192,613 Added 225.01%
10,389,148 $246 Million
Q3 2024

Nov 06, 2024
BUY
$65.36 - $71.76 $32.8 Million - $36 Million
501,854 Added 18.62%
3,196,535 $229 Million
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $2.16 Million - $2.28 Million
33,748 Added 1.27%
2,694,681 $180 Million
Q1 2024

May 10, 2024
SELL
$60.89 - $67.39 $3.43 Million - $3.8 Million
-56,321 Reduced 2.07%
2,660,933 $179 Million
Q4 2023

Jan 26, 2024
BUY
$53.46 - $62.11 $4.78 Million - $5.55 Million
89,397 Added 3.4%
2,717,254 $168 Million
Q3 2023

Oct 25, 2023
BUY
$55.81 - $59.78 $3.14 Million - $3.37 Million
56,325 Added 2.19%
2,627,857 $147 Million
Q2 2023

Jul 19, 2023
BUY
$53.84 - $57.58 $9.9 Million - $10.6 Million
183,898 Added 7.7%
2,571,532 $148 Million
Q1 2023

May 03, 2023
BUY
$52.49 - $57.54 $125 Million - $137 Million
2,387,634 New
2,387,634 $131 Million

Others Institutions Holding FNDX

# of Institutions
694
Shares Held
591M
Call Options Held
0
Put Options Held
117
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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