United Capital Financial Advisers, LLC Schwab Fundamental U S Large C Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 12,402 shares of FNDX stock, worth $310,050. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,402
Holding current value
$310,050
% of portfolio
0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$23.03 - $25.01 $285,618 - $310,174
12,402 New
12,402 $292,000
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $6,027 - $6,456
108 Added 1.74%
6,306 $352,000
Q2 2023

Aug 14, 2023
SELL
$53.84 - $57.58 $918,133 - $981,911
-17,053 Reduced 73.34%
6,198 $356,000
Q1 2023

Aug 14, 2023
BUY
$52.49 - $57.54 $895,111 - $981,229
17,053 Added 275.14%
23,251 $1.28 Million
Q1 2023

May 15, 2023
BUY
$52.49 - $57.54 $432,150 - $473,726
8,233 Added 54.82%
23,251 $1.28 Million
Q4 2022

Feb 14, 2023
SELL
$48.43 - $56.6 $91,532 - $106,974
-1,890 Reduced 11.18%
15,018 $802,000
Q3 2022

Nov 14, 2022
BUY
$47.76 - $56.79 $133,728 - $159,012
2,800 Added 19.85%
16,908 $808,000
Q2 2022

Aug 11, 2022
SELL
$49.93 - $59.29 $27,711 - $32,905
-555 Reduced 3.79%
14,108 $718,000
Q1 2022

May 16, 2022
SELL
$55.41 - $59.9 $117,801 - $127,347
-2,126 Reduced 12.66%
14,663 $858,000
Q4 2021

Feb 14, 2022
SELL
$54.44 - $58.74 $50,683 - $54,686
-931 Reduced 5.25%
16,789 $984,000
Q3 2021

Nov 15, 2021
BUY
$52.82 - $56.3 $157,667 - $168,055
2,985 Added 20.26%
17,720 $956,000
Q2 2021

Aug 13, 2021
BUY
$52.09 - $56.08 $37,244 - $40,097
715 Added 5.1%
14,735 $806,000
Q1 2021

May 14, 2021
BUY
$44.75 - $52.45 $4,609 - $5,402
103 Added 0.74%
14,020 $724,000
Q4 2020

Feb 17, 2021
BUY
$37.99 - $45.31 $106,561 - $127,094
2,805 Added 25.24%
13,917 $630,000
Q3 2020

Nov 13, 2020
BUY
$36.46 - $41.42 $42,876 - $48,709
1,176 Added 11.84%
11,112 $430,000
Q2 2020

Aug 13, 2020
SELL
$29.92 - $40.24 $108,400 - $145,789
-3,623 Reduced 26.72%
9,936 $366,000
Q1 2020

May 15, 2020
SELL
$27.15 - $43.59 $613,508 - $985,003
-22,597 Reduced 62.5%
13,559 $425,000
Q4 2019

Feb 14, 2020
BUY
$38.15 - $42.78 $14,268 - $15,999
374 Added 1.05%
36,156 $1.54 Million
Q3 2019

Nov 14, 2019
BUY
$39.35 - $40.14 $16,330 - $16,658
415 Added 1.17%
35,782 $1.42 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-213,415 Reduced 85.78%
35,367 $1.38 Million
Q1 2019

May 14, 2019
BUY
N/A
15,216 Added 6.51%
248,782 $9.44 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-9,830 Reduced 4.04%
233,566 $7.94 Million
Q3 2018

Nov 14, 2018
BUY
N/A
7,086 Added 3.0%
243,396 $9.66 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-21,426 Reduced 8.31%
236,310 $8.82 Million
Q1 2018

May 15, 2018
SELL
N/A
-87,579 Reduced 25.36%
257,736 $9.37 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-12,417 Reduced 3.47%
345,315 $12.9 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-10,031 Reduced 2.73%
357,732 $12.6 Million
Q2 2017

Aug 14, 2017
BUY
N/A
367,763
367,763 $12.4 Million

Others Institutions Holding FNDX

# of Institutions
698
Shares Held
594M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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