Stage Harbor Financial, LLC Schwab Fundamental U S Large C Transaction History

Stage Harbor Financial, LLC

$115 Billion
Q4 2024

A detailed history of Stage Harbor Financial, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 180,904 shares of FNDX stock, worth $4.49 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares

180,904

Previous 180,904 -0.0%

Holding current value

$4.49 Million

Previous $4.35 Billion 1.58%

% of portfolio

3.73%

Previous 3.96%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$65.36 - $71.76 $7.84 Million - $8.6 Million	119,882 Added 196.46%	180,904 $4.35 Billion
Q2 2024 Jul 15, 2024	SELL	$63.87 - $67.55 $44,325 - $46,879	-694 Reduced 1.12%	61,022 $4.09 Billion
Q1 2024 May 14, 2024	SELL	$60.89 - $67.39 $514,703 - $569,647	-8,453 Reduced 12.05%	61,716 $4.16 Billion
Q4 2023 Feb 13, 2024	BUY	$53.46 - $62.11 $3.75 Million - $4.36 Million	70,169 New	70,169 $4.35 Billion

Others Institutions Holding FNDX

# of Institutions

644

Shares Held

546M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stage Harbor Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stage Harbor Financial, LLC with notifications on news.

Account

Stage Harbor Financial, LLC Schwab Fundamental U S Large C Transaction History