D. E. Shaw & Co., Inc. Schwab Fundamental U S Large C Transaction History

D. E. Shaw & Co., Inc.

$156 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$20.84 - $24.54 $184,371 - $217,105	8,847 New	8,847 $217,000
Q1 2024 May 15, 2024	BUY	$60.89 - $67.39 $381,962 - $422,737	6,273 New	6,273 $422,000

Others Institutions Holding FNDX

# of Institutions

771

Shares Held

631M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

409M
Shares

$10.9 Billion
1.79% of portfolio
Captrust Financial Advisors Raleigh, NC

17M
Shares

$452 Million
0.96% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$233 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$233 Million
11.55% of portfolio
Signature Estate & Investment Advisors LLC

7.88M
Shares

$209 Million
4.59% of portfolio

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