Schwab Fundamental U S Large C FNDX

FNDX Quotes by TradingView
Institutional shares held 579 Million
0 calls
0 puts
Total value of holdings $12.7B
$0 calls
$0 puts
# of Institutions 672

Quarterly Institutional Activity in FNDX

Shares Bought
Shares Sold
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Top Institutions Holding FNDX

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Latest Institutional Activity in FNDX

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 625K ($13.8M)
197K Shares purchased
46.14% Added
Q1 2025
Access Financial Services, Inc. Shares Held: 480K ($10.6M)
135K Shares purchased
39.04% Added
Q1 2025
Highline Wealth Partners LLC Shares Held: 304K ($6.69M)
115K Shares purchased
60.71% Added
Q1 2025
Ami Investment Management Inc Shares Held: 113K ($2.49M)
113K Shares purchased
New Holding
Q1 2025
Alhambra Investment Partners LLC Shares Held: 392K ($8.62M)
78.2K Shares purchased
24.92% Added
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Top Sells

Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 1.23M ($27.2M)
311K Shares sold
20.12% Reduced
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 500K ($11M)
92.1K Shares sold
15.56% Reduced
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 231K ($5.09M)
61.5K Shares sold
21.01% Reduced
Q1 2025
Whipplewood Advisors, LLC Shares Held: 927 ($20.4K)
61.3K Shares sold
98.51% Reduced
Q1 2025
Midland Wealth Advisors LLC Shares Held: 75.2K ($1.66M)
57.2K Shares sold
43.19% Reduced
View All Sellers

About FNDX

FNDX Chart by TradingView
FNDX Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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