Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental U S Large C Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 107,688 shares of FNDX stock, worth $2.81 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
107,688
Previous 101,889 5.69%
Holding current value
$2.81 Million
Previous $2.41 Million 9.85%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 21, 2025
BUY
$20.84 - $24.54 $120,851 - $142,307
5,799 Added 5.69%
107,688 $2.64 Million
Q1 2025

May 08, 2025
BUY
$23.03 - $25.01 $100,410 - $109,043
4,360 Added 4.47%
101,889 $2.41 Million
Q4 2024

Jan 21, 2025
BUY
$23.49 - $71.77 $1.58 Million - $4.81 Million
67,084 Added 220.34%
97,529 $2.31 Million
Q3 2024

Oct 31, 2024
BUY
$65.36 - $71.76 $33,725 - $37,028
516 Added 1.72%
30,445 $2.18 Million
Q2 2024

Aug 09, 2024
SELL
$63.87 - $67.55 $56,269 - $59,511
-881 Reduced 2.86%
29,929 $2 Million
Q1 2024

May 06, 2024
BUY
$60.89 - $67.39 $99,494 - $110,115
1,634 Added 5.6%
30,810 $2.08 Million
Q4 2023

Feb 06, 2024
SELL
$53.46 - $62.11 $87,407 - $101,549
-1,635 Reduced 5.31%
29,176 $1.81 Million
Q3 2023

Nov 02, 2023
SELL
$55.81 - $59.78 $360,030 - $385,640
-6,451 Reduced 17.31%
30,811 $1.72 Million
Q2 2023

Aug 11, 2023
BUY
$53.84 - $57.58 $194,093 - $207,575
3,605 Added 10.71%
37,262 $2.15 Million
Q1 2023

May 09, 2023
BUY
$52.49 - $57.54 $216,941 - $237,812
4,133 Added 14.0%
33,657 $1.85 Million
Q4 2022

Feb 07, 2023
BUY
$48.43 - $56.6 $235,466 - $275,189
4,862 Added 19.71%
29,524 $1.58 Million
Q3 2022

Nov 02, 2022
SELL
$47.76 - $56.79 $474,591 - $564,322
-9,937 Reduced 28.72%
24,662 $1.18 Million
Q2 2022

Aug 02, 2022
SELL
$49.93 - $59.29 $66,756 - $79,270
-1,337 Reduced 3.72%
34,599 $1.76 Million
Q1 2022

May 13, 2022
BUY
$55.41 - $59.9 $753,021 - $814,041
13,590 Added 60.82%
35,936 $2.1 Million
Q4 2021

Feb 14, 2022
BUY
$54.44 - $58.74 $131,799 - $142,209
2,421 Added 12.15%
22,346 $1.31 Million
Q3 2021

Nov 02, 2021
BUY
$52.82 - $56.3 $463,442 - $493,976
8,774 Added 78.68%
19,925 $1.08 Million
Q2 2021

Aug 12, 2021
BUY
$52.09 - $56.08 $174,449 - $187,811
3,349 Added 42.92%
11,151 $610,000
Q1 2021

May 17, 2021
BUY
$44.75 - $52.45 $103,730 - $121,579
2,318 Added 42.27%
7,802 $403,000
Q4 2020

Feb 12, 2021
SELL
$37.99 - $45.31 $16,259 - $19,392
-428 Reduced 7.24%
5,484 $248,000
Q3 2020

Nov 12, 2020
SELL
$36.46 - $41.42 $88,670 - $100,733
-2,432 Reduced 29.15%
5,912 $229,000
Q2 2020

Aug 12, 2020
BUY
$29.92 - $40.24 $25,162 - $33,841
841 Added 11.21%
8,344 $307,000
Q1 2020

May 11, 2020
SELL
$27.15 - $43.59 $118,781 - $190,706
-4,375 Reduced 36.83%
7,503 $235,000
Q4 2019

Feb 13, 2020
SELL
$38.15 - $42.78 $312,067 - $349,940
-8,180 Reduced 40.78%
11,878 $507,000
Q3 2019

Nov 13, 2019
BUY
$39.35 - $40.14 $405,265 - $413,401
10,299 Added 105.53%
20,058 $793,000
Q2 2019

Aug 12, 2019
BUY
N/A
363 Added 3.86%
9,759 $382,000
Q1 2019

May 13, 2019
BUY
N/A
2,151 Added 29.69%
9,396 $357,000
Q4 2018

Feb 13, 2019
SELL
N/A
-2,332 Reduced 24.35%
7,245 $246,000
Q3 2018

Nov 13, 2018
SELL
N/A
-6,016 Reduced 38.58%
9,577 $380,000
Q2 2018

Aug 13, 2018
BUY
N/A
7,390 Added 90.09%
15,593 $582,000
Q1 2018

May 14, 2018
BUY
N/A
8,203 New
8,203 $298,000

Others Institutions Holding FNDX

# of Institutions
733
Shares Held
621M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
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More about FNDX
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