American Trust Schwab Fundamental U S Large C Transaction History

American Trust

  • $1.2 Billion
  • Q4 2024

A detailed history of American Trust transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, American Trust holds 312,165 shares of FNDX stock, worth $7.66 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
312,165
Previous 142,056 119.75%
Holding current value
$7.66 Million
Previous $10.2 Million 27.48%
% of portfolio
0.62%
Previous 0.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
BUY
$23.49 - $71.77 $4 Million - $12.2 Million
170,109 Added 119.75%
312,165 $7.39 Million
Q3 2024

Nov 29, 2024
SELL
$65.36 - $71.76 $686,476 - $753,695
-10,503 Reduced 6.88%
142,056 $10.2 Million
Q2 2024

Sep 11, 2024
BUY
$63.87 - $67.55 $9.74 Million - $10.3 Million
152,559 New
152,559 $10.2 Million

Others Institutions Holding FNDX

# of Institutions
658
Shares Held
578M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
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