Personal Capital Advisors Corp Schwab Fundamental U S Large C Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

A detailed history of Personal Capital Advisors Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Personal Capital Advisors Corp holds 3,806 shares of FNDX stock, worth $93,018. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,806

Holding current value

$93,018

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$48.43 - $56.6 $184,324 - $215,419	3,806 New	3,806 $203,000
Q2 2022 Aug 04, 2022	SELL	$49.93 - $59.29 $185,839 - $220,677	-3,722 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$55.41 - $59.9 $265,968 - $287,520	-4,800 Reduced 56.32%	3,722 $218,000
Q4 2021 Feb 11, 2022	BUY	$54.44 - $58.74 $195,929 - $211,405	3,599 Added 73.11%	8,522 $489,000
Q3 2021 Nov 12, 2021	SELL	$52.82 - $56.3 $88,579 - $94,415	-1,677 Reduced 25.41%	4,923 $266,000
Q2 2021 Aug 11, 2021	SELL	$52.09 - $56.08 $7,865 - $8,468	-151 Reduced 2.24%	6,600 $361,000
Q1 2021 May 14, 2021	BUY	$44.75 - $52.45 $16,333 - $19,144	365 Added 5.72%	6,751 $349,000
Q4 2020 Feb 12, 2021	BUY	$37.99 - $45.31 $242,604 - $289,349	6,386 New	6,386 $289,000

Others Institutions Holding FNDX

# of Institutions

660

Shares Held

578M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Personal Capital Advisors Corp Schwab Fundamental U S Large C Transaction History