A detailed history of Bos Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bos Asset Management, LLC holds 2,794 shares of FNDX stock, worth $67,083. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,794
Holding current value
$67,083
% of portfolio
0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$65.36 - $71.76 $182,615 - $200,497
2,794 New
2,794 $200 Million
Q1 2024

May 07, 2024

SELL
$60.89 - $67.39 $459,293 - $508,322
-7,543 Reduced 70.8%
3,111 $210 Million
Q4 2023

Feb 14, 2024

BUY
$53.46 - $62.11 $569,562 - $661,719
10,654 New
10,654 $660 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


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

Track Bos Asset Management, LLC Portfolio

Follow Bos Asset Management, LLC 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 Bos Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bos Asset Management, LLC with notifications on news.