Sea Crest Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 13,548 shares of FNDX stock, worth $298,191. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,548
Previous 13,350 1.48%
Holding current value
$298,191
Previous $316,000 -0.0%
% of portfolio
0.04%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$23.03 - $25.01 $4,559 - $4,951
198 Added 1.48%
13,548 $316,000
Q4 2024

Jan 14, 2025
BUY
$23.49 - $71.77 $213,993 - $653,824
9,110 Added 214.86%
13,350 $316,000
Q3 2024

Oct 16, 2024
BUY
$65.36 - $71.76 $46,405 - $50,949
710 Added 20.11%
4,240 $304,000
Q1 2024

Apr 18, 2024
BUY
$60.89 - $67.39 $487 - $539
8 Added 0.23%
3,530 $237,000
Q4 2023

Jan 18, 2024
BUY
$53.46 - $62.11 $188,286 - $218,751
3,522 New
3,522 $218,000
Q2 2023

Jul 14, 2023
BUY
$53.84 - $57.58 $191,401 - $204,696
3,555 New
3,555 $204,000
Q2 2022

Aug 09, 2022
BUY
$49.93 - $59.29 $158,977 - $188,779
3,184 New
3,184 $162,000
Q2 2019

Jul 19, 2019
SELL
N/A
-999 Closed
0 $0
Q1 2019

May 10, 2019
SELL
N/A
-49 Reduced 4.68%
999 $38,000
Q4 2018

Feb 13, 2019
BUY
N/A
228 Added 27.8%
1,048 $36,000
Q2 2018

Aug 03, 2018
SELL
N/A
-298 Reduced 26.65%
820 $31,000
Q1 2018

Apr 20, 2018
BUY
N/A
770 Added 221.26%
1,118 $41,000
Q4 2017

Feb 02, 2018
BUY
N/A
348
348 $13,000

Others Institutions Holding FNDX

# of Institutions
672
Shares Held
579M
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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