Smith, Salley & Associates Schwab Fundamental U S Large C Transaction History

Smith, Salley & Associates

  • $1.84 Billion
  • Q3 2025

A detailed history of Smith, Salley & Associates transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Smith, Salley & Associates holds 11,987 shares of FNDX stock, worth $312,261. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,987
Previous 11,987 -0.0%
Holding current value
$312,261
Previous $294,000 7.14%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$20.84 - $24.54 $6,397 - $7,533
307 Added 2.63%
11,987 $294,000
Q1 2025

Apr 25, 2025
BUY
$23.03 - $25.01 $268,990 - $292,116
11,680 New
11,680 $275,000
Q3 2024

Oct 24, 2024
BUY
$65.36 - $71.76 $598,501 - $657,106
9,157 New
9,157 $657,000

Others Institutions Holding FNDX

# of Institutions
740
Shares Held
623M
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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