Lpl Financial LLC Schwab Fundamental U S Large C Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lpl Financial LLC holds 4,553,104 shares of FNDX stock, worth $121 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,553,104
Previous 3,548,069 28.33%
Holding current value
$121 Million
Previous $87.1 Million 37.53%
% of portfolio
0.04%
Previous 0.03%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$24.38 - $26.34 $24.5 Million - $26.5 Million
1,005,035 Added 28.33%
4,553,104 $120 Million
Q2 2025

Aug 12, 2025
BUY
$20.84 - $24.54 $20.2 Million - $23.8 Million
969,875 Added 37.62%
3,548,069 $87.1 Million
Q1 2025

May 07, 2025
BUY
$23.03 - $25.01 $2.11 Million - $2.29 Million
91,580 Added 3.68%
2,578,194 $60.9 Million
Q4 2024

Feb 11, 2025
BUY
$23.49 - $71.77 $46.4 Million - $142 Million
1,974,168 Added 385.24%
2,486,614 $58.9 Million
Q3 2024

Nov 08, 2024
BUY
$65.36 - $71.76 $2.64 Million - $2.9 Million
40,360 Added 8.55%
512,446 $36.8 Million
Q2 2024

Aug 07, 2024
BUY
$63.87 - $67.55 $2.64 Million - $2.79 Million
41,328 Added 9.59%
472,086 $31.6 Million
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $1.5 Million - $1.66 Million
24,582 Added 6.05%
430,758 $29 Million
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $3.8 Million - $4.42 Million
71,151 Added 21.24%
406,176 $25.2 Million
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $2.55 Million - $2.73 Million
45,651 Added 15.78%
335,025 $18.8 Million
Q2 2023

Jul 31, 2023
BUY
$53.84 - $57.58 $401,269 - $429,143
7,453 Added 2.64%
289,374 $16.7 Million
Q1 2023

May 10, 2023
BUY
$52.49 - $57.54 $676,438 - $741,517
12,887 Added 4.79%
281,921 $15.5 Million
Q4 2022

Feb 07, 2023
BUY
$48.43 - $56.6 $126,741 - $148,122
2,617 Added 0.98%
269,034 $14.4 Million
Q3 2022

Nov 14, 2022
SELL
$47.76 - $56.79 $2.36 Million - $2.81 Million
-49,460 Reduced 15.66%
266,417 $12.7 Million
Q2 2022

Aug 12, 2022
SELL
$49.93 - $59.29 $14.5 Million - $17.3 Million
-291,009 Reduced 47.95%
315,877 $16.1 Million
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $13 Million - $14.1 Million
234,587 Added 63.01%
606,886 $35.5 Million
Q4 2021

Feb 14, 2022
BUY
$54.44 - $58.74 $6.58 Million - $7.1 Million
120,930 Added 48.11%
372,299 $21.8 Million
Q3 2021

Nov 15, 2021
BUY
$52.82 - $56.3 $1.03 Million - $1.1 Million
19,503 Added 8.41%
251,369 $13.6 Million
Q2 2021

Aug 13, 2021
BUY
$52.09 - $56.08 $1.01 Million - $1.09 Million
19,361 Added 9.11%
231,866 $12.7 Million
Q1 2021

May 14, 2021
BUY
$44.75 - $52.45 $7.99 Million - $9.37 Million
178,608 Added 526.91%
212,505 $11 Million
Q4 2020

Feb 12, 2021
SELL
$37.99 - $45.31 $66,824 - $79,700
-1,759 Reduced 4.93%
33,897 $1.54 Million
Q3 2020

Nov 09, 2020
BUY
$36.46 - $41.42 $28,365 - $32,224
778 Added 2.23%
35,656 $1.38 Million
Q2 2020

Aug 13, 2020
BUY
$29.92 - $40.24 $9,245 - $12,434
309 Added 0.89%
34,878 $1.29 Million
Q1 2020

May 14, 2020
BUY
$27.15 - $43.59 $33,204 - $53,310
1,223 Added 3.67%
34,569 $1.08 Million
Q4 2019

Feb 14, 2020
BUY
$38.15 - $42.78 $430,866 - $483,157
11,294 Added 51.22%
33,346 $1.42 Million
Q3 2019

Nov 13, 2019
BUY
$39.35 - $40.14 $30,024 - $30,626
763 Added 3.58%
22,052 $872,000
Q2 2019

Aug 09, 2019
BUY
N/A
578 Added 2.79%
21,289 $833,000
Q1 2019

May 08, 2019
SELL
N/A
-4,539 Reduced 17.98%
20,711 $786,000
Q4 2018

Feb 07, 2019
BUY
N/A
10,699 Added 73.53%
25,250 $858,000
Q3 2018

Nov 14, 2018
BUY
N/A
993 Added 7.32%
14,551 $577,000
Q2 2018

Aug 14, 2018
BUY
N/A
739 Added 5.76%
13,558 $506,000
Q1 2018

May 15, 2018
BUY
N/A
3,882 Added 43.44%
12,819 $466,000
Q4 2017

Feb 14, 2018
BUY
N/A
3,215 Added 56.19%
8,937 $335,000
Q3 2017

Nov 14, 2017
SELL
N/A
-1,565 Reduced 21.48%
5,722 $201,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,287
7,287 $246,000

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
631M
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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