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 $2.46 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
97,665
Previous 94,906 2.91%
Holding current value
$2.46 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
697
Shares Held
594M
Call Options Held
0
Put Options Held
117
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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