Savvy Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Savvy Advisors, Inc.

  • $307 Billion
  • Q2 2024

A detailed history of Savvy Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 29,233 shares of FNDX stock, worth $698,376. This represents 0.64% of its overall portfolio holdings.

Number of Shares
29,233
Previous 22,794 28.25%
Holding current value
$698,376
Previous $1.54 Billion 27.47%
% of portfolio
0.64%
Previous 0.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$63.87 - $67.55 $411,258 - $434,954
6,439 Added 28.25%
29,233 $1.96 Billion
Q1 2024

May 13, 2024
BUY
$60.89 - $67.39 $916,638 - $1.01 Million
15,054 Added 194.5%
22,794 $1.54 Billion
Q4 2023

Feb 08, 2024
BUY
$53.46 - $62.11 $413,780 - $480,731
7,740 New
7,740 $479 Million

Others Institutions Holding FNDX

# of Institutions
571
Shares Held
189M
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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