A detailed history of Stifel Financial Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stifel Financial Corp holds 10,269 shares of FNDX stock, worth $253,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,269
Previous 7,435 38.12%
Holding current value
$253,438
Previous $497,000 48.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$65.36 - $71.76 $185,230 - $203,367
2,834 Added 38.12%
10,269 $736,000
Q2 2024

Aug 13, 2024

BUY
$63.87 - $67.55 $123,013 - $130,101
1,926 Added 34.96%
7,435 $497,000
Q1 2024

May 13, 2024

BUY
$60.89 - $67.39 $335,443 - $371,251
5,509 New
5,509 $371,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


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