Sound Stewardship, LLC Schwab Fundamental U S Broad M Transaction History
Sound Stewardship, LLC
- $194 Billion
- Q2 2025
A detailed history of Sound Stewardship, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sound Stewardship, LLC holds 616,513 shares of FNDB stock, worth $15.2 Million. This represents 7.63% of its overall portfolio holdings.
Number of Shares
616,513
Previous 572,124
7.76%
Holding current value
$15.2 Million
Previous $13.2 Billion
12.3%
% of portfolio
7.63%
Previous 7.5%
Shares
11 transactions
Others Institutions Holding FNDB
# of Institutions
164Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$35 Million7.01% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$32.9 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$16.6 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$15.6 Million3.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$15.1 Million0.05% of portfolio