Sugarloaf Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 12,223 shares of FNDX stock, worth $289,440. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,223

Previous 4,055 201.43%

Holding current value

$289,440

Previous $290,000 0.34%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$23.49 - $71.77 $191,866 - $586,217	8,168 Added 201.43%	12,223 $289,000
Q3 2024 Oct 08, 2024	BUY	$65.36 - $71.76 $2,352 - $2,583	36 Added 0.9%	4,055 $290,000
Q1 2024 Apr 23, 2024	BUY	$60.89 - $67.39 $1,035 - $1,145	17 Added 0.42%	4,019 $270,000
Q4 2023 Jan 10, 2024	BUY	$53.46 - $62.11 $1,122 - $1,304	21 Added 0.53%	4,002 $247,000
Q3 2023 Nov 13, 2023	BUY	$55.81 - $59.78 $1,116 - $1,195	20 Added 0.5%	3,981 $222,000
Q2 2023 Jul 13, 2023	BUY	$53.84 - $57.58 $213,260 - $228,074	3,961 New	3,961 $228,000

Others Institutions Holding FNDX

# of Institutions

691

Shares Held

590M

Call Options Held

Put Options Held

117

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Sugarloaf Wealth Management, LLC Schwab Fundamental U S Large C Transaction History