Sound Stewardship, LLC Schwab Fundamental U S Broad M Call Options Transaction History

Sound Stewardship, LLC

$176 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

156

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$35.2 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$29.1 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$14.3 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

576K
Shares

$12.4 Million
0.04% of portfolio
Opes Wealth Management LLC Menlo Park, CA

519K
Shares

$11.1 Million
2.48% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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