A detailed history of Channel Wealth LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Channel Wealth LLC holds 12,570 shares of FNDB stock, worth $300,800. This represents 0.29% of its overall portfolio holdings.

Number of Shares
12,570
Previous 9,871 27.34%
Holding current value
$300,800
Previous $647 Million 36.64%
% of portfolio
0.29%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$64.17 - $70.37 $173,194 - $189,928
2,699 Added 27.34%
12,570 $885 Million
Q2 2024

Aug 05, 2024

SELL
$62.66 - $66.26 $30,202 - $31,937
-482 Reduced 4.66%
9,871 $647 Million
Q1 2024

Apr 12, 2024

SELL
$59.85 - $66.26 $227,609 - $251,986
-3,803 Reduced 26.86%
10,353 $686 Million
Q4 2023

Jan 08, 2024

SELL
$52.56 - $61.29 $144,540 - $168,547
-2,750 Reduced 16.27%
14,156 $865 Million
Q3 2023

Oct 24, 2023

SELL
$54.9 - $58.95 $1,921 - $2,063
-35 Reduced 0.21%
16,906 $931 Million
Q2 2023

Jul 26, 2023

BUY
$52.94 - $56.74 $11,699 - $12,539
221 Added 1.32%
16,941 $961 Million
Q1 2023

Apr 27, 2023

BUY
$51.7 - $56.94 $864,424 - $952,036
16,720 New
16,720 $905 Million

Others Institutions Holding FNDB

About SCHWAB FUNDAMENTAL U S BROAD M


  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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