Silver Oak Securities, Inc Schwab Fundamental U S Large C Transaction History

Silver Oak Securities, Inc

  • $1.22 Billion
  • Q3 2025

A detailed history of Silver Oak Securities, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Silver Oak Securities, Inc holds 15,934 shares of FNDX stock, worth $423,366. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,934
Previous 15,589 2.21%
Holding current value
$423,366
Previous $382,000 9.69%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 21, 2025
BUY
$24.38 - $26.34 $8,411 - $9,087
345 Added 2.21%
15,934 $419,000
Q2 2025

Jul 11, 2025
SELL
$20.84 - $24.54 $17,651 - $20,785
-847 Reduced 5.15%
15,589 $382,000
Q1 2025

Apr 28, 2025
BUY
$23.03 - $25.01 $378,521 - $411,064
16,436 New
16,436 $388,000
Q4 2024

Jan 27, 2025
BUY
$23.49 - $71.77 $245,259 - $749,350
10,441 Added 203.25%
15,578 $368,000
Q3 2024

Oct 23, 2024
BUY
$65.36 - $71.76 $60,261 - $66,162
922 Added 21.87%
5,137 $368,000
Q2 2024

Jul 12, 2024
BUY
$63.87 - $67.55 $31,551 - $33,369
494 Added 13.28%
4,215 $282,000
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $7,611 - $8,423
125 Added 3.48%
3,721 $250,000
Q4 2023

Feb 05, 2024
SELL
$53.46 - $62.11 $620,403 - $720,786
-11,605 Reduced 76.34%
3,596 $222,000
Q3 2023

Nov 20, 2023
BUY
$55.81 - $59.78 $848,367 - $908,715
15,201 New
15,201 $850,000
Q3 2022

Oct 23, 2023
BUY
$47.76 - $56.79 $725,999 - $863,264
15,201 New
15,201 $0

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
  • Sector ETFs
  • Industry ETFs
More about FNDX
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