Sonora Investment Management Group, LLC Schwab Fundamental U S Large C Transaction History

Sonora Investment Management Group, LLC

  • $1.34 Billion
  • Q3 2025

A detailed history of Sonora Investment Management Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 28,199 shares of FNDX stock, worth $749,247. This represents 0.06% of its overall portfolio holdings.

Number of Shares
28,199
Previous 26,039 8.3%
Holding current value
$749,247
Previous $638,000 16.14%
% of portfolio
0.06%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$24.38 - $26.34 $52,660 - $56,894
2,160 Added 8.3%
28,199 $741,000
Q2 2025

Jul 17, 2025
SELL
$20.84 - $24.54 $1,000 - $1,177
-48 Reduced 0.18%
26,039 $638,000
Q1 2025

Apr 15, 2025
BUY
$23.03 - $25.01 $7,668 - $8,328
333 Added 1.29%
26,087 $609,000
Q4 2024

Jan 23, 2025
BUY
$23.49 - $71.77 $439,239 - $1.34 Million
18,699 Added 265.05%
25,754 $609,000
Q3 2024

Oct 15, 2024
SELL
$65.36 - $71.76 $10,522 - $11,553
-161 Reduced 2.23%
7,055 $506,000
Q1 2024

May 13, 2024
BUY
$60.89 - $67.39 $124,946 - $138,284
2,052 Added 39.74%
7,216 $486,000
Q4 2023

Feb 14, 2024
SELL
$53.46 - $62.11 $49,183 - $57,141
-920 Reduced 15.12%
5,164 $319,000
Q3 2023

Nov 02, 2023
SELL
$55.81 - $59.78 $12,613 - $13,510
-226 Reduced 3.58%
6,084 $340,000
Q2 2023

Aug 10, 2023
BUY
$53.84 - $57.58 $43,125 - $46,121
801 Added 14.54%
6,310 $363,000
Q1 2023

May 12, 2023
SELL
$52.49 - $57.54 $94,324 - $103,399
-1,797 Reduced 24.6%
5,509 $302,000
Q4 2022

Feb 13, 2023
BUY
$48.43 - $56.6 $353,829 - $413,519
7,306 New
7,306 $390,000

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
631M
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
Track This Portfolio

Track Sonora Investment Management Group, LLC Portfolio

Follow Sonora Investment Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonora Investment Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonora Investment Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email