Empirical Asset Management, LLC Schwab Fundamental U S Large C Transaction History

Empirical Asset Management, LLC

  • $360 Billion
  • Q3 2025

A detailed history of Empirical Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Empirical Asset Management, LLC holds 14,365 shares of FNDX stock, worth $381,678. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,365
Previous 14,519 1.06%
Holding current value
$381,678
Previous $356 Million 6.03%
% of portfolio
0.1%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$24.38 - $26.34 $3,754 - $4,056
-154 Reduced 1.06%
14,365 $378 Million
Q2 2025

Jul 29, 2025
SELL
$20.84 - $24.54 $3,209 - $3,779
-154 Reduced 1.05%
14,519 $356 Million
Q4 2024

Jan 15, 2025
BUY
$23.49 - $71.77 $230,342 - $703,776
9,806 Added 201.48%
14,673 $347,000
Q3 2024

Oct 11, 2024
SELL
$65.36 - $71.76 $457 - $502
-7 Reduced 0.14%
4,867 $349,000
Q2 2024

Aug 09, 2024
SELL
$63.87 - $67.55 $22,546 - $23,845
-353 Reduced 6.75%
4,874 $326,000
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $29,227 - $32,347
480 Added 10.11%
5,227 $352,000
Q4 2023

Jan 12, 2024
SELL
$53.46 - $62.11 $694 - $807
-13 Reduced 0.27%
4,747 $294,000
Q3 2023

Nov 01, 2023
BUY
$55.81 - $59.78 $63,232 - $67,730
1,133 Added 31.24%
4,760 $266,000
Q2 2023

Aug 01, 2023
BUY
$53.84 - $57.58 $195,277 - $208,842
3,627 New
3,627 $208,000
Q2 2022

Jul 18, 2022
SELL
$49.93 - $59.29 $182,094 - $216,230
-3,647 Closed
0 $0
Q4 2021

May 06, 2022
BUY
$54.44 - $58.74 $198,542 - $214,224
3,647 New
3,647 $214,000

Others Institutions Holding FNDX

# of Institutions
778
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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