Silver Oak Securities, Inc Schwab Fundamental U S Large C Transaction History

Silver Oak Securities, Inc

  • $1.33 Billion
  • Q4 2025

A detailed history of Silver Oak Securities, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Silver Oak Securities, Inc holds 24,569 shares of FNDX stock, worth $652,798. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,569
Previous 15,934 54.19%
Holding current value
$652,798
Previous $419,000 55.61%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 15, 2026
BUY
$25.68 - $26.95 $221,746 - $232,713
8,635 Added 54.19%
24,569 $652,000
Q3 2025

Oct 21, 2025
BUY
$24.38 - $26.34 $8,411 - $9,087
345 Added 2.21%
15,934 $419,000
Q2 2025

Jul 11, 2025
SELL
$20.84 - $24.54 $17,651 - $20,785
-847 Reduced 5.15%
15,589 $382,000
Q1 2025

Apr 28, 2025
BUY
$23.03 - $25.01 $378,521 - $411,064
16,436 New
16,436 $388,000
Q4 2024

Jan 27, 2025
BUY
$23.49 - $71.77 $245,259 - $749,350
10,441 Added 203.25%
15,578 $368,000
Q3 2024

Oct 23, 2024
BUY
$65.36 - $71.76 $60,261 - $66,162
922 Added 21.87%
5,137 $368,000
Q2 2024

Jul 12, 2024
BUY
$63.87 - $67.55 $31,551 - $33,369
494 Added 13.28%
4,215 $282,000
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $7,611 - $8,423
125 Added 3.48%
3,721 $250,000
Q4 2023

Feb 05, 2024
SELL
$53.46 - $62.11 $620,403 - $720,786
-11,605 Reduced 76.34%
3,596 $222,000
Q3 2023

Nov 20, 2023
BUY
$55.81 - $59.78 $848,367 - $908,715
15,201 New
15,201 $850,000
Q3 2022

Oct 23, 2023
BUY
$47.76 - $56.79 $725,999 - $863,264
15,201 New
15,201 $0

Others Institutions Holding FNDX

# of Institutions
787
Shares Held
643M
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
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email