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 53,114 shares of FNDX stock, worth $1.28 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
53,114
Previous 48,228 10.13%
Holding current value
$1.28 Million
Previous $3.23 Million 17.99%
% of portfolio
1.39%
Previous 1.25%

Shares

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

About SCHWAB FUNDAMENTAL U S LARGE C


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