Wade Financial Advisory, Inc Schwab Fundamental U S Large C Transaction History

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 51,264 shares of FNDX stock, worth $1.27 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
51,264
Previous 17,088 200.0%
Holding current value
$1.27 Million
Previous $1.23 Million 1.06%
% of portfolio
0.41%
Previous 0.41%

Shares

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

Jan 22, 2025
BUY
$23.49 - $71.77 $802,794 - $2.45 Million
34,176 Added 200.0%
51,264 $1.21 Million
Q2 2024

Jul 25, 2024
SELL
$63.87 - $67.55 $15,009 - $15,874
-235 Reduced 1.36%
17,088 $1.14 Million
Q1 2024

May 13, 2024
SELL
$60.89 - $67.39 $30,140 - $33,358
-495 Reduced 2.78%
17,323 $1.17 Million
Q2 2023

Aug 09, 2023
SELL
$53.84 - $57.58 $43,072 - $46,064
-800 Reduced 4.3%
17,818 $1.03 Million
Q2 2022

Aug 05, 2022
BUY
$49.93 - $59.29 $558,716 - $663,455
11,190 Added 150.65%
18,618 $948,000
Q1 2022

Apr 21, 2022
BUY
$55.41 - $59.9 $102,231 - $110,515
1,845 Added 33.05%
7,428 $435,000
Q2 2021

Jul 29, 2021
SELL
$52.09 - $56.08 $96,158 - $103,523
-1,846 Reduced 24.85%
5,583 $306,000
Q4 2020

Mar 10, 2021
SELL
$37.99 - $45.31 $17,095 - $20,389
-450 Reduced 5.71%
7,429 $336,000
Q2 2020

Jul 16, 2020
SELL
$29.92 - $40.24 $2,393 - $3,219
-80 Reduced 1.01%
7,879 $290,000
Q1 2020

Apr 27, 2020
SELL
$27.15 - $43.59 $52,100 - $83,649
-1,919 Reduced 19.43%
7,959 $249,000
Q4 2019

Feb 11, 2020
BUY
$38.15 - $42.78 $376,845 - $422,580
9,878 New
9,878 $422,000

Others Institutions Holding FNDX

# of Institutions
599
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
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More about FNDX
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