Pennsylvania Capital Management Inc Schwab Fundamental U S Large C Transaction History

Pennsylvania Capital Management Inc

  • $271 Million
  • Q4 2024

A detailed history of Pennsylvania Capital Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pennsylvania Capital Management Inc holds 186,223 shares of FNDX stock, worth $4.58 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
186,223
Previous 53,114 250.61%
Holding current value
$4.58 Million
Previous $3.81 Million 15.69%
% of portfolio
1.62%
Previous 1.39%

Shares

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

Jan 24, 2025
BUY
$23.49 - $71.77 $3.13 Million - $9.55 Million
133,109 Added 250.61%
186,223 $4.41 Million
Q3 2024

Oct 15, 2024
BUY
$65.36 - $71.76 $319,348 - $350,619
4,886 Added 10.13%
53,114 $3.81 Million
Q2 2024

Jul 12, 2024
BUY
$63.87 - $67.55 $348,027 - $368,079
5,449 Added 12.74%
48,228 $3.23 Million
Q1 2024

Apr 30, 2024
SELL
$60.89 - $67.39 $714,300 - $790,552
-11,731 Reduced 21.52%
42,779 $2.88 Million
Q4 2023

Feb 08, 2024
BUY
$53.46 - $62.11 $2.91 Million - $3.39 Million
54,510 New
54,510 $3.38 Million

Others Institutions Holding FNDX

# of Institutions
610
Shares Held
240M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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