Financial Synergies Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 20,432 shares of FNDX stock, worth $490,572. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,432
Previous 17,929 13.96%
Holding current value
$490,572
Previous $1.2 Billion 22.08%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Oct 07, 2024
BUY
$65.36 - $71.76 $163,596 - $179,615
2,503 Added 13.96%
20,432 $1.47 Billion
Q2 2024

Jul 23, 2024
BUY
$63.87 - $67.55 $6,323 - $6,687
99 Added 0.56%
17,929 $1.2 Billion
Q1 2024

Apr 12, 2024
BUY
$60.89 - $67.39 $33,367 - $36,929
548 Added 3.17%
17,830 $1.2 Billion
Q4 2023

Apr 04, 2024
SELL
$53.46 - $62.11 $29,082 - $33,787
-544 Reduced 3.05%
17,282 $924 Million
Q3 2023

Apr 04, 2024
BUY
$55.81 - $59.78 $17,803 - $19,069
319 Added 1.82%
17,826 $998 Million
Q2 2023

Apr 04, 2024
SELL
$53.84 - $57.58 $484 - $518
-9 Reduced 0.05%
17,507 $1.01 Billion
Q1 2023

Apr 04, 2024
BUY
$52.49 - $57.54 $12,282 - $13,464
234 Added 1.35%
17,516 $962 Million
Q4 2022

Apr 04, 2024
BUY
$48.43 - $56.6 $11,526 - $13,470
238 Added 1.4%
17,282 $924 Million
Q3 2022

Apr 04, 2024
SELL
$47.76 - $56.79 $3,438 - $4,088
-72 Reduced 0.42%
17,044 $814 Million
Q2 2022

Apr 04, 2024
BUY
$49.93 - $59.29 $854,601 - $1.01 Million
17,116 New
17,116 $871 Million
Q1 2022

Apr 05, 2024
BUY
$55.41 - $59.9 $10,472 - $11,321
189 Added 1.16%
16,506 $966 Million
Q4 2021

Apr 05, 2024
SELL
$54.44 - $58.74 $77,141 - $83,234
-1,417 Reduced 7.99%
16,317 $956 Million
Q3 2021

Apr 05, 2024
BUY
$52.82 - $56.3 $12,676 - $13,512
240 Added 1.37%
17,734 $957 Million
Q2 2021

Apr 05, 2024
SELL
$52.09 - $56.08 $28,336 - $30,507
-544 Reduced 3.02%
17,494 $957 Million
Q1 2021

Apr 05, 2024
SELL
$44.75 - $52.45 $48,106 - $56,383
-1,075 Reduced 5.62%
18,038 $932 Million
Q4 2020

Apr 05, 2024
SELL
$37.99 - $45.31 $1.04 Million - $1.24 Million
-27,360 Reduced 58.87%
19,113 $866 Million
Q3 2020

Apr 05, 2024
SELL
$36.46 - $41.42 $1.51 Million - $1.71 Million
-41,367 Reduced 47.09%
46,473 $1.8 Billion
Q2 2020

Apr 05, 2024
SELL
$29.92 - $40.24 $87,276 - $117,380
-2,917 Reduced 3.21%
87,840 $3.24 Billion
Q1 2020

Apr 05, 2024
BUY
$27.15 - $43.59 $213,317 - $342,486
7,857 Added 9.48%
90,757 $2.84 Billion
Q4 2019

Apr 05, 2024
BUY
$38.15 - $42.78 $302,796 - $339,544
7,937 Added 10.59%
82,900 $3.54 Billion
Q3 2019

Apr 05, 2024
BUY
$39.35 - $40.14 $158,501 - $161,683
4,028 Added 5.68%
74,963 $2.96 Billion
Q2 2019

Apr 05, 2024
BUY
N/A
10,229 Added 16.85%
70,935 $2.77 Billion
Q1 2019

Apr 05, 2024
BUY
N/A
43,424 Added 251.27%
60,706 $2.3 Billion

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
193M
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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