Tobias Financial Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Tobias Financial Advisors, Inc.

  • $486 Million
  • Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 5,970 shares of FNDX stock, worth $149,369. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,970
Previous 5,970 -0.0%
Holding current value
$149,369
Previous $399,000 7.27%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$60.89 - $67.39 $21,737 - $24,058
357 Added 6.36%
5,970 $402,000
Q2 2023

Aug 03, 2023
BUY
$53.84 - $57.58 $302,203 - $323,196
5,613 New
5,613 $323,000

Others Institutions Holding FNDX

# of Institutions
596
Shares Held
193M
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
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