Envestnet Asset Management Inc Schwab Fundamental U S Large C Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Envestnet Asset Management Inc holds 6,394,055 shares of FNDX stock, worth $159 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,394,055
Previous 3,808,227 67.9%
Holding current value
$159 Million
Previous $89.9 Million 74.52%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jul 31, 2025
BUY
$20.84 - $24.54 $53.9 Million - $63.5 Million
2,585,828 Added 67.9%
6,394,055 $157 Million
Q1 2025

Apr 29, 2025
BUY
$23.03 - $25.01 $1.07 Million - $1.17 Million
46,586 Added 1.24%
3,808,227 $89.9 Million
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $53.5 Million - $164 Million
2,279,684 Added 153.83%
3,761,641 $89.1 Million
Q3 2024

Nov 06, 2024
BUY
$65.36 - $71.76 $12.1 Million - $13.3 Million
185,256 Added 14.29%
1,481,957 $106 Million
Q2 2024

Aug 08, 2024
BUY
$63.87 - $67.55 $11.3 Million - $12 Million
176,979 Added 15.81%
1,296,701 $86.9 Million
Q1 2024

May 13, 2024
SELL
$60.89 - $67.39 $2.02 Million - $2.23 Million
-33,118 Reduced 2.87%
1,119,722 $75.5 Million
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $10.1 Million - $11.8 Million
189,244 Added 19.64%
1,152,840 $71.4 Million
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $7.89 Million - $8.45 Million
141,377 Added 17.19%
963,596 $53.9 Million
Q2 2023

Aug 04, 2023
SELL
$53.84 - $57.58 $4.22 Million - $4.51 Million
-78,342 Reduced 8.7%
822,219 $47.3 Million
Q1 2023

May 11, 2023
BUY
$52.49 - $57.54 $5.97 Million - $6.54 Million
113,676 Added 14.45%
900,561 $49.5 Million
Q4 2022

Feb 07, 2023
BUY
$48.43 - $56.6 $9.51 Million - $11.1 Million
196,296 Added 33.24%
786,885 $42.1 Million
Q3 2022

Nov 10, 2022
SELL
$47.76 - $56.79 $1.33 Million - $1.58 Million
-27,850 Reduced 4.5%
590,589 $28.2 Million
Q2 2022

Aug 03, 2022
SELL
$49.93 - $59.29 $802 Million - $953 Million
-16,069,441 Reduced 96.29%
618,439 $31.5 Million
Q1 2022

May 04, 2022
BUY
$55.41 - $59.9 $576 Million - $623 Million
10,402,362 Added 165.5%
16,687,880 $976 Million
Q4 2021

Feb 04, 2022
BUY
$54.44 - $58.74 $330 Million - $356 Million
6,066,127 Added 2764.98%
6,285,518 $368 Million
Q3 2021

Oct 07, 2021
BUY
$52.82 - $56.3 $1.67 Million - $1.78 Million
31,695 Added 16.89%
219,391 $11.8 Million
Q2 2021

Aug 04, 2021
BUY
$52.09 - $56.08 $1.63 Million - $1.76 Million
31,347 Added 20.05%
187,696 $10.3 Million
Q1 2021

May 04, 2021
BUY
$44.75 - $52.45 $3.17 Million - $3.71 Million
70,764 Added 82.68%
156,349 $8.08 Million
Q4 2020

Feb 02, 2021
BUY
$37.99 - $45.31 $751,366 - $896,141
19,778 Added 30.05%
85,585 $3.88 Million
Q3 2020

Oct 09, 2020
BUY
$36.46 - $41.42 $552,624 - $627,802
15,157 Added 29.92%
65,807 $2.55 Million
Q2 2020

Jul 08, 2020
SELL
$29.92 - $40.24 $653,752 - $879,244
-21,850 Reduced 30.14%
50,650 $1.87 Million
Q1 2020

Apr 23, 2020
BUY
$27.15 - $43.59 $216,847 - $348,153
7,987 Added 12.38%
72,500 $2.27 Million
Q4 2019

Feb 11, 2020
BUY
$38.15 - $42.78 $98,121 - $110,030
2,572 Added 4.15%
64,513 $2.75 Million
Q3 2019

Oct 17, 2019
BUY
$39.35 - $40.14 $162,397 - $165,657
4,127 Added 7.14%
61,941 $2.45 Million
Q2 2019

Aug 02, 2019
BUY
N/A
4,540 Added 8.52%
57,814 $2.26 Million
Q1 2019

May 10, 2019
BUY
N/A
7,984 Added 17.63%
53,274 $2.02 Million
Q4 2018

Feb 13, 2019
BUY
N/A
30,652 Added 209.4%
45,290 $1.54 Million
Q3 2018

Nov 14, 2018
BUY
N/A
9,263 Added 172.33%
14,638 $581,000
Q2 2018

Aug 10, 2018
BUY
N/A
2,459 Added 84.33%
5,375 $200,000
Q1 2018

May 09, 2018
BUY
N/A
1,724 Added 144.63%
2,916 $106,000
Q4 2017

Feb 20, 2018
SELL
N/A
-2,435 Reduced 67.14%
1,192 $45,000
Q3 2017

Nov 13, 2017
SELL
N/A
-2,724 Reduced 42.89%
3,627 $128,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,351
6,351 $214,000

Others Institutions Holding FNDX

# of Institutions
723
Shares Held
619M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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