Advisors Capital Management, LLC Schwab Fundamental U S Large C Transaction History

Advisors Capital Management, LLC

  • $7.61 Billion
  • Q3 2025

A detailed history of Advisors Capital Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Advisors Capital Management, LLC holds 13,746 shares of FNDX stock, worth $365,231. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,746
Previous 13,746 -0.0%
Holding current value
$365,231
Previous $337,000 7.12%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 27, 2025
BUY
$23.03 - $25.01 $17,479 - $18,982
759 Added 5.84%
13,746 $324,000
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $203,376 - $621,384
8,658 Added 200.0%
12,987 $307,000
Q2 2024

Aug 09, 2024
BUY
$63.87 - $67.55 $276,493 - $292,423
4,329 New
4,329 $290,000

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
631M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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