Strategic Wealth Advisors Group, LLC Schwab Fundamental U S Large C Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 97,665 shares of FNDX stock, worth $2.59 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
97,665
Previous 94,906 2.91%
Holding current value
$2.59 Million
Previous $4.83 Million 3.46%
% of portfolio
0.2%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
BUY
$47.76 - $56.79 $131,769 - $156,683
2,759 Added 2.91%
97,665 $4.66 Million
Q2 2022

Aug 12, 2022
BUY
$49.93 - $59.29 $4.74 Million - $5.63 Million
94,906 New
94,906 $4.83 Million
Q1 2020

May 05, 2020
SELL
$27.15 - $43.59 $321,917 - $516,846
-11,857 Closed
0 $0
Q4 2019

Feb 10, 2020
SELL
$38.15 - $42.78 $338,772 - $379,886
-8,880 Reduced 42.82%
11,857 $506,000
Q3 2019

Nov 04, 2019
BUY
$39.35 - $40.14 $147,956 - $150,926
3,760 Added 22.15%
20,737 $808,000
Q2 2019

Aug 13, 2019
BUY
N/A
16,977 New
16,977 $666,000

Others Institutions Holding FNDX

# of Institutions
727
Shares Held
620M
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 Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email