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

Silver Oak Securities, Inc

$1.14 Billion
Q2 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 15,589 shares of FNDX stock, worth $392,063. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,589

Previous 16,436 5.15%

Holding current value

$392,063

Previous $388,000 1.55%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

697

Shares Held

594M

Call Options Held

Put Options Held

117

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Account

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