Cambridge Advisors Inc. Schwab Fundamental U S Large C Transaction History

Cambridge Advisors Inc.

$491 Million
Q3 2025

A detailed history of Cambridge Advisors Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cambridge Advisors Inc. holds 130,300 shares of FNDX stock, worth $3.46 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

130,300

Previous 130,413 0.09%

Holding current value

$3.46 Million

Previous $3.2 Million 7.06%

% of portfolio

0.7%

Previous 0.7%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$24.38 - $26.34 $2,754 - $2,976	-113 Reduced 0.09%	130,300 $3.43 Million
Q2 2025 Jul 16, 2025	BUY	$20.84 - $24.54 $18,901 - $22,257	907 Added 0.7%	130,413 $3.2 Million
Q1 2025 Apr 24, 2025	SELL	$23.03 - $25.01 $66,602 - $72,328	-2,892 Reduced 2.18%	129,506 $3.06 Million
Q4 2024 Jan 16, 2025	BUY	$23.49 - $71.77 $2.08 Million - $6.37 Million	88,729 Added 203.19%	132,398 $3.14 Million
Q3 2024 Oct 23, 2024	SELL	$65.36 - $71.76 $4,117 - $4,520	-63 Reduced 0.14%	43,669 $3.13 Million
Q2 2024 Jul 11, 2024	BUY	$63.87 - $67.55 $193,142 - $204,271	3,024 Added 7.43%	43,732 $2.93 Million
Q1 2024 Apr 16, 2024	BUY	$60.89 - $67.39 $26,365 - $29,179	433 Added 1.08%	40,708 $2.74 Million
Q4 2023 Jan 16, 2024	SELL	$53.46 - $62.11 $46,563 - $54,097	-871 Reduced 2.12%	40,275 $2.49 Million
Q3 2023 Oct 18, 2023	BUY	$55.81 - $59.78 $32,704 - $35,031	586 Added 1.44%	41,146 $2.3 Million
Q2 2023 Jul 13, 2023	BUY	$53.84 - $57.58 $161 - $172	3 Added 0.01%	40,560 $2.34 Million
Q1 2023 Apr 13, 2023	BUY	$52.49 - $57.54 $10,655 - $11,680	203 Added 0.5%	40,557 $2.23 Million
Q4 2022 Jan 23, 2023	BUY	$48.43 - $56.6 $46,686 - $54,562	964 Added 2.45%	40,354 $0
Q3 2022 Oct 17, 2022	BUY	$47.76 - $56.79 $15,999 - $19,024	335 Added 0.86%	39,390 $1.88 Million
Q2 2022 Jul 18, 2022	BUY	$49.93 - $59.29 $80,387 - $95,456	1,610 Added 4.3%	39,055 $1.99 Million
Q1 2022 May 05, 2022	BUY	$55.41 - $59.9 $363,212 - $392,644	6,555 Added 21.22%	37,445 $2.19 Million
Q4 2021 Jan 14, 2022	BUY	$54.44 - $58.74 $287,878 - $310,617	5,288 Added 20.65%	30,890 $1.81 Million
Q3 2021 Oct 19, 2021	BUY	$52.82 - $56.3 $79,335 - $84,562	1,502 Added 6.23%	25,602 $1.38 Million
Q2 2021 Jul 21, 2021	BUY	$52.09 - $56.08 $71,207 - $76,661	1,367 Added 6.01%	24,100 $1.32 Million
Q1 2021 Apr 22, 2021	BUY	$44.75 - $52.45 $1,342 - $1,573	30 Added 0.13%	22,733 $1.18 Million
Q4 2020 Jan 25, 2021	SELL	$37.99 - $45.31 $50,070 - $59,718	-1,318 Reduced 5.49%	22,703 $1.03 Million
Q3 2020 Oct 15, 2020	SELL	$36.46 - $41.42 $15,130 - $17,189	-415 Reduced 1.7%	24,021 $930,000
Q2 2020 Jul 17, 2020	SELL	$29.92 - $40.24 $36,143 - $48,609	-1,208 Reduced 4.71%	24,436 $900,000
Q1 2020 Apr 21, 2020	BUY	$27.15 - $43.59 $7,520 - $12,074	277 Added 1.09%	25,644 $803,000
Q4 2019 Jan 28, 2020	BUY	$38.15 - $42.78 $33,228 - $37,261	871 Added 3.56%	25,367 $1.08 Million
Q3 2019 Oct 25, 2019	BUY	$39.35 - $40.14 $16,015 - $16,336	407 Added 1.69%	24,496 $969,000
Q2 2019 Jul 26, 2019	BUY	N/A	5,768 Added 31.48%	24,089 $942,000
Q1 2019 Apr 16, 2019	SELL	N/A	-3,556 Reduced 16.25%	18,321 $695,000
Q4 2018 Jan 29, 2019	BUY	N/A	2,489 Added 12.84%	21,877 $743,000
Q3 2018 Oct 24, 2018	BUY	N/A	4,532 Added 30.51%	19,388 $769,000
Q2 2018 Jul 30, 2018	BUY	N/A	1,024 Added 7.4%	14,856 $555,000
Q1 2018 Apr 18, 2018	BUY	N/A	2,515 Added 22.22%	13,832 $503,000
Q4 2017 Jan 26, 2018	BUY	N/A	2,651 Added 30.59%	11,317 $424,000
Q3 2017 Oct 27, 2017	BUY	N/A	8,666	8,666 $305,000

Others Institutions Holding FNDX

# of Institutions

771

Shares Held

631M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cambridge Advisors Inc. with notifications on news.

Account

Cambridge Advisors Inc. Schwab Fundamental U S Large C Transaction History