Capital Advisors Inc Schwab Fundamental U S Large C Transaction History

Capital Advisors Inc

  • $5.96 Billion
  • Q4 2025

A detailed history of Capital Advisors Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capital Advisors Inc holds 21,155 shares of FNDX stock, worth $562,088. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,155
Previous 19,779 6.96%
Holding current value
$562,088
Previous $520,000 8.08%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$25.68 - $26.95 $35,335 - $37,083
1,376 Added 6.96%
21,155 $562,000
Q3 2025

Oct 21, 2025
BUY
$24.38 - $26.34 $132,602 - $143,263
5,439 Added 37.93%
19,779 $520,000
Q2 2025

Jul 22, 2025
SELL
$20.84 - $24.54 $150,423 - $177,129
-7,218 Reduced 33.48%
14,340 $351,000
Q1 2025

Apr 29, 2025
SELL
$23.03 - $25.01 $129,681 - $140,831
-5,631 Reduced 20.71%
21,558 $508,000
Q4 2024

Jan 29, 2025
BUY
$23.49 - $71.77 $410,182 - $1.25 Million
17,462 Added 179.52%
27,189 $643,000
Q3 2024

Oct 28, 2024
BUY
$65.36 - $71.76 $84,183 - $92,426
1,288 Added 15.26%
9,727 $698,000
Q2 2024

Jul 31, 2024
SELL
$63.87 - $67.55 $65,147 - $68,901
-1,020 Reduced 10.78%
8,439 $565,000
Q1 2024

Apr 29, 2024
BUY
$60.89 - $67.39 $364,731 - $403,666
5,990 Added 172.67%
9,459 $637,000
Q4 2023

Jan 29, 2024
SELL
$53.46 - $62.11 $10,531 - $12,235
-197 Reduced 5.37%
3,469 $214,000
Q3 2023

Oct 24, 2023
SELL
$55.81 - $59.78 $16,575 - $17,754
-297 Reduced 7.49%
3,666 $205,000
Q2 2023

Jul 18, 2023
BUY
$53.84 - $57.58 $213,367 - $228,189
3,963 New
3,963 $228,000

Others Institutions Holding FNDX

# of Institutions
779
Shares Held
632M
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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