Wade Financial Advisory, Inc Schwab Fundamental U S Large C Transaction History

Wade Financial Advisory, Inc

$292 Million
Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 51,264 shares of FNDX stock, worth $1.36 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

51,264

Previous 51,264 -0.0%

Holding current value

$1.36 Million

Previous $1.21 Million 0.25%

% of portfolio

0.42%

Previous 0.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$23.49 - $71.77 $802,794 - $2.45 Million	34,176 Added 200.0%	51,264 $1.21 Million
Q2 2024 Jul 25, 2024	SELL	$63.87 - $67.55 $15,009 - $15,874	-235 Reduced 1.36%	17,088 $1.14 Million
Q1 2024 May 13, 2024	SELL	$60.89 - $67.39 $30,140 - $33,358	-495 Reduced 2.78%	17,323 $1.17 Million
Q2 2023 Aug 09, 2023	SELL	$53.84 - $57.58 $43,072 - $46,064	-800 Reduced 4.3%	17,818 $1.03 Million
Q2 2022 Aug 05, 2022	BUY	$49.93 - $59.29 $558,716 - $663,455	11,190 Added 150.65%	18,618 $948,000
Q1 2022 Apr 21, 2022	BUY	$55.41 - $59.9 $102,231 - $110,515	1,845 Added 33.05%	7,428 $435,000
Q2 2021 Jul 29, 2021	SELL	$52.09 - $56.08 $96,158 - $103,523	-1,846 Reduced 24.85%	5,583 $306,000
Q4 2020 Mar 10, 2021	SELL	$37.99 - $45.31 $17,095 - $20,389	-450 Reduced 5.71%	7,429 $336,000
Q2 2020 Jul 16, 2020	SELL	$29.92 - $40.24 $2,393 - $3,219	-80 Reduced 1.01%	7,879 $290,000
Q1 2020 Apr 27, 2020	SELL	$27.15 - $43.59 $52,100 - $83,649	-1,919 Reduced 19.43%	7,959 $249,000
Q4 2019 Feb 11, 2020	BUY	$38.15 - $42.78 $376,845 - $422,580	9,878 New	9,878 $422,000

Others Institutions Holding FNDX

# of Institutions

726

Shares Held

620M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Wade Financial Advisory, Inc Schwab Fundamental U S Large C Transaction History