Baird Financial Group, Inc. Schwab Fundamental U S Large C Transaction History

Baird Financial Group, Inc.

$59 Billion
Q3 2025

A detailed history of Baird Financial Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Baird Financial Group, Inc. holds 21,849 shares of FNDX stock, worth $588,830. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,849

Previous 26,919 18.83%

Holding current value

$588,830

Previous $660,000 13.03%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$24.38 - $26.34 $123,606 - $133,543	-5,070 Reduced 18.83%	21,849 $574,000
Q2 2025 Aug 13, 2025	BUY	$20.84 - $24.54 $13,441 - $15,828	645 Added 2.45%	26,919 $660,000
Q1 2025 May 15, 2025	BUY	$23.03 - $25.01 $605,090 - $657,112	26,274 New	26,274 $620,000
Q1 2022 May 13, 2022	SELL	$55.41 - $59.9 $265,580 - $287,100	-4,793 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$54.44 - $58.74 $260,930 - $281,540	4,793 New	4,793 $281,000

Others Institutions Holding FNDX

# of Institutions

759

Shares Held

629M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Baird Financial Group, Inc. Schwab Fundamental U S Large C Transaction History