Heartland Advisors Inc Schwab Fundamental U S Large C Transaction History

Heartland Advisors Inc

$1.82 Billion
Q3 2025

A detailed history of Heartland Advisors Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Heartland Advisors Inc holds 921 shares of FNDX stock, worth $24,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares

921

Holding current value

$24,406

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$24.38 - $26.34 $22,453 - $24,259	921 New	921 $24,000

Others Institutions Holding FNDX

# of Institutions

753

Shares Held

630M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

409M
Shares

$10.8 Billion
1.79% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$432 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$232 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$232 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$215 Million
0.05% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Heartland Advisors Inc Schwab Fundamental U S Large C Transaction History