Norden Group LLC Schwab Fundamental U S Large C Transaction History

Norden Group LLC

$984 Billion
Q3 2025

A detailed history of Norden Group LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Norden Group LLC holds 7,857 shares of FNDX stock, worth $204,674. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,857

Holding current value

$204,674

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	BUY	$24.38 - $26.34 $191,553 - $206,953	7,857 New	7,857 $207 Million

Others Institutions Holding FNDX

# of Institutions

739

Shares Held

622M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.5 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$425 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$229 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$228 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$211 Million
0.05% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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