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

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 1,696,823 shares of FNDX stock, worth $42.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,696,823
Previous 1,715,830 1.11%
Holding current value
$42.2 Million
Previous $40.5 Million 2.79%
% of portfolio
0.13%
Previous 0.14%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$20.84 - $24.54 $396,105 - $466,431
-19,007 Reduced 1.11%
1,696,823 $41.6 Million
Q1 2025

Apr 22, 2025
SELL
$23.03 - $25.01 $2.3 Million - $2.5 Million
-99,957 Reduced 5.5%
1,715,830 $40.5 Million
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $28.8 Million - $88 Million
1,226,533 Added 208.15%
1,815,787 $43 Million
Q3 2024

Oct 28, 2024
SELL
$65.36 - $71.76 $1.12 Million - $1.23 Million
-17,097 Reduced 2.82%
589,254 $42.3 Million
Q2 2024

Jul 26, 2024
BUY
$63.87 - $67.55 $1.48 Million - $1.56 Million
23,116 Added 3.96%
606,351 $40.6 Million
Q1 2024

Apr 24, 2024
BUY
$60.89 - $67.39 $2.06 Million - $2.28 Million
33,759 Added 6.14%
583,235 $39.3 Million
Q4 2023

Feb 09, 2024
SELL
$53.46 - $62.11 $373,952 - $434,459
-6,995 Reduced 1.26%
549,476 $34 Million
Q3 2023

Oct 24, 2023
BUY
$55.81 - $59.78 $1.55 Million - $1.66 Million
27,765 Added 5.25%
556,471 $31.1 Million
Q2 2023

Jul 13, 2023
BUY
$53.84 - $57.58 $3.64 Million - $3.89 Million
67,537 Added 14.64%
528,706 $30.4 Million
Q1 2023

May 11, 2023
SELL
$52.49 - $57.54 $8.22 Million - $9.01 Million
-156,513 Reduced 25.34%
461,169 $25.3 Million
Q4 2022

Feb 08, 2023
BUY
$48.43 - $56.6 $1.41 Million - $1.65 Million
29,159 Added 4.95%
617,682 $33 Million
Q3 2022

Oct 17, 2022
BUY
$47.76 - $56.79 $802,511 - $954,242
16,803 Added 2.94%
588,523 $0
Q2 2022

Jul 13, 2022
BUY
$49.93 - $59.29 $1.05 Million - $1.24 Million
20,968 Added 3.81%
571,720 $0
Q1 2022

May 12, 2022
BUY
$55.41 - $59.9 $3.97 Million - $4.29 Million
71,592 Added 14.94%
550,752 $0
Q4 2021

Feb 03, 2022
BUY
$54.44 - $58.74 $17.2 Million - $18.6 Million
316,605 Added 194.77%
479,160 $0
Q3 2021

Nov 02, 2021
SELL
$52.82 - $56.3 $810,892 - $864,317
-15,352 Reduced 8.63%
162,555 $0
Q2 2021

Aug 10, 2021
BUY
$52.09 - $56.08 $1.82 Million - $1.96 Million
34,911 Added 24.41%
177,907 $0
Q1 2021

May 07, 2021
BUY
$44.75 - $52.45 $6.08 Million - $7.12 Million
135,833 Added 1896.31%
142,996 $0
Q4 2020

Feb 04, 2021
SELL
$37.99 - $45.31 $229,763 - $274,034
-6,048 Reduced 45.78%
7,163 $0
Q3 2020

Oct 29, 2020
SELL
$36.46 - $41.42 $208,551 - $236,922
-5,720 Reduced 30.21%
13,211 $0
Q2 2020

Jul 27, 2020
SELL
$29.92 - $40.24 $7.57 Million - $10.2 Million
-253,098 Reduced 93.04%
18,931 $0
Q1 2020

May 08, 2020
SELL
$27.15 - $43.59 $521,442 - $837,189
-19,206 Reduced 6.59%
272,029 $0
Q4 2019

Feb 04, 2020
BUY
$38.15 - $42.78 $1.39 Million - $1.56 Million
36,361 Added 14.27%
291,235 $0
Q3 2019

Nov 06, 2019
BUY
$39.35 - $40.14 $1.23 Million - $1.25 Million
31,168 Added 13.93%
254,874 $0
Q3 2019

Oct 28, 2019
SELL
$39.35 - $40.14 $7,870 - $8,028
-200 Reduced 0.09%
223,706 $0
Q2 2019

Aug 15, 2019
BUY
N/A
7,082 Added 3.27%
223,906 $0
Q1 2019

May 08, 2019
SELL
N/A
-21,720 Reduced 9.11%
216,824 $0
Q4 2018

Feb 05, 2019
BUY
N/A
14,282 Added 6.37%
238,544 $0
Q3 2018

Nov 02, 2018
BUY
N/A
1,034 Added 0.46%
224,262 $0
Q2 2018

Aug 10, 2018
BUY
N/A
3,184 Added 1.45%
223,228 $0
Q1 2018

May 09, 2018
SELL
N/A
-8,016 Reduced 3.51%
220,044 $0
Q4 2017

Feb 22, 2018
BUY
N/A
12,530 Added 5.81%
228,060 $0
Q3 2017

Nov 07, 2017
BUY
N/A
17,776 Added 8.99%
215,530 $7.58 Million
Q2 2017

Aug 08, 2017
BUY
N/A
197,754
197,754 $6.69 Million

Others Institutions Holding FNDX

# of Institutions
700
Shares Held
594M
Call Options Held
0
Put Options Held
117
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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