A detailed history of Steele Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 1,985,873 shares of FNDX stock, worth $49.3 Million. This represents 7.45% of its overall portfolio holdings.

Number of Shares
1,985,873
Previous 1,975,923 0.5%
Holding current value
$49.3 Million
Previous $133 Billion 7.17%
% of portfolio
7.45%
Previous 7.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$65.36 - $71.76 $650,332 - $714,012
9,950 Added 0.5%
1,985,873 $143 Billion
Q2 2024

Jul 16, 2024

BUY
$63.87 - $67.55 $242,961 - $256,960
3,804 Added 0.19%
1,975,923 $133 Billion
Q1 2024

Apr 18, 2024

BUY
$60.89 - $67.39 $3.27 Million - $3.62 Million
53,726 Added 2.8%
1,972,119 $133 Billion
Q4 2023

Feb 05, 2024

BUY
$53.46 - $62.11 $103 Million - $119 Million
1,918,393 New
1,918,393 $119 Billion

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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