Your Advocates Ltd., LLP Schwab Fundamental U S Large C Transaction History

Your Advocates Ltd., LLP

  • $182 Million
  • Q1 2024

A detailed history of Your Advocates Ltd., LLP transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Your Advocates Ltd., LLP holds 242,440 shares of FNDX stock, worth $16.3 Million. This represents 9.0% of its overall portfolio holdings.

Number of Shares
242,440
Previous 272,558 11.05%
Holding current value
$16.3 Million
Previous $16.9 Million 3.22%
% of portfolio
9.0%
Previous 8.84%

Shares

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

Apr 30, 2024
SELL
$60.89 - $67.39 $1.83 Million - $2.03 Million
-30,118 Reduced 11.05%
242,440 $16.3 Million
Q4 2023

Feb 07, 2024
SELL
$53.46 - $62.11 $4.94 Million - $5.73 Million
-92,336 Reduced 25.3%
272,558 $16.9 Million
Q3 2023

Nov 02, 2023
SELL
$55.81 - $59.78 $520,986 - $558,046
-9,335 Reduced 2.49%
364,894 $20.4 Million
Q2 2023

Jul 31, 2023
BUY
$53.84 - $57.58 $630,358 - $674,146
11,708 Added 3.23%
374,229 $21.5 Million
Q1 2023

Apr 28, 2023
BUY
$52.49 - $57.54 $14.9 Million - $16.3 Million
284,084 Added 362.18%
362,521 $19.9 Million
Q4 2022

Jan 27, 2023
BUY
$52.4 - $56.6 $3.19 Million - $3.44 Million
60,802 Added 344.78%
78,437 $4.19 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-4,955 Reduced 21.93%
17,635 $842,000
Q2 2022

Aug 11, 2022
SELL
N/A
-114,964 Reduced 83.58%
22,590 $1.15 Million
Q1 2022

Apr 26, 2022
SELL
N/A
-13,928 Reduced 9.19%
137,554 $8.05 Million
Q4 2021

Jan 21, 2022
BUY
N/A
2,626 Added 1.76%
151,482 $8.88 Million
Q3 2021

Nov 05, 2021
BUY
N/A
5,675 Added 3.96%
148,856 $8.03 Million
Q2 2021

Jul 29, 2021
BUY
N/A
556 Added 0.39%
143,181 $7.84 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-447 Reduced 0.31%
142,625 $7.37 Million
Q4 2020

Jan 29, 2021
SELL
N/A
-8,171 Reduced 5.4%
143,072 $6.48 Million
Q3 2020

Nov 09, 2020
BUY
N/A
85,933 Added 131.58%
151,243 $5.86 Million
Q2 2020

Jul 22, 2020
SELL
N/A
-151,362 Reduced 69.86%
65,310 $26,000
Q1 2020

Apr 27, 2020
BUY
N/A
101,204 Added 87.65%
216,672 $6.79 Million
Q4 2019

Jan 24, 2020
BUY
N/A
115,468 New
115,468 $4.93 Million

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
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