A detailed history of Wade G W & Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wade G W & Inc holds 102,617 shares of FNDX stock, worth $2.46 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
102,617
Previous 95,167 7.83%
Holding current value
$2.46 Million
Previous $5.33 Million 19.32%
% of portfolio
0.21%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$53.46 - $62.11 $398,277 - $462,719
7,450 Added 7.83%
102,617 $6.36 Million
Q3 2023

Nov 08, 2023

BUY
$55.81 - $59.78 $223 - $239
4 Added 0.0%
95,167 $5.33 Million
Q2 2023

Aug 10, 2023

BUY
$53.84 - $57.58 $215 - $230
4 Added 0.0%
95,163 $5.48 Million
Q1 2023

May 09, 2023

BUY
$52.49 - $57.54 $274,785 - $301,221
5,235 Added 5.82%
95,159 $5.23 Million
Q4 2022

Feb 10, 2023

SELL
$48.43 - $56.6 $171,732 - $200,703
-3,546 Reduced 3.79%
89,924 $4.81 Million
Q3 2022

Nov 10, 2022

SELL
$47.76 - $56.79 $7,307 - $8,688
-153 Reduced 0.16%
93,470 $4.46 Million
Q2 2022

Aug 09, 2022

BUY
$49.93 - $59.29 $2.89 Million - $3.43 Million
57,931 Added 162.31%
93,623 $4.77 Million
Q1 2022

May 10, 2022

SELL
$55.41 - $59.9 $831 - $898
-15 Reduced 0.04%
35,692 $2.09 Million
Q4 2021

Feb 09, 2022

SELL
$54.44 - $58.74 $13,174 - $14,215
-242 Reduced 0.67%
35,707 $2.09 Million
Q3 2021

Nov 03, 2021

SELL
$52.82 - $56.3 $3.1 Million - $3.3 Million
-58,691 Reduced 62.02%
35,949 $1.94 Million
Q2 2021

Aug 12, 2021

BUY
$52.09 - $56.08 $4.7 Million - $5.06 Million
90,212 Added 2037.31%
94,640 $5.18 Million
Q1 2021

May 05, 2021

BUY
$44.75 - $52.45 $198,153 - $232,248
4,428 New
4,428 $229,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Wade G W & Inc Portfolio

Follow Wade G W & Inc 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 Wade G W & Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade G W & Inc with notifications on news.