A detailed history of Boston Financial Mangement LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Boston Financial Mangement LLC holds 20,348 shares of FNDX stock, worth $502,595. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,348
Previous 20,121 1.13%
Holding current value
$502,595
Previous $1.35 Million 8.39%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 24, 2024

BUY
$65.36 - $71.76 $14,836 - $16,289
227 Added 1.13%
20,348 $1.46 Million
Q2 2024

Jul 29, 2024

SELL
$63.87 - $67.55 $1,596 - $1,688
-25 Reduced 0.12%
20,121 $1.35 Million
Q1 2024

May 10, 2024

BUY
$60.89 - $67.39 $1,522 - $1,684
25 Added 0.12%
20,146 $1.36 Million
Q4 2022

Jan 27, 2023

BUY
$48.43 - $56.6 $974,460 - $1.14 Million
20,121 New
20,121 $0

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
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