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 Million. This represents 7.63% of its overall portfolio holdings.

Number of Shares

616,513

Previous 572,124 7.76%

Holding current value

$15 Million

Previous $13.2 Billion 12.3%

% of portfolio

7.63%

Previous 7.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$20.36 - $23.98 $903,760 - $1.06 Million	44,389 Added 7.76%	616,513 $14.8 Billion
Q1 2025 Apr 16, 2025	SELL	$22.52 - $24.48 $235,311 - $255,791	-10,449 Reduced 1.79%	572,124 $13.2 Billion
Q4 2024 Jan 22, 2025	BUY	$23.07 - $70.32 $8.87 Million - $27 Million	384,414 Added 193.99%	582,573 $13.6 Billion
Q3 2024 Oct 24, 2024	BUY	$64.17 - $70.37 $138,029 - $151,365	2,151 Added 1.1%	198,159 $13.9 Billion
Q2 2024 Jul 24, 2024	BUY	$62.66 - $66.26 $21,304 - $22,528	340 Added 0.17%	196,008 $12.9 Billion
Q1 2024 May 08, 2024	BUY	$59.85 - $66.26 $69,964 - $77,457	1,169 Added 0.6%	195,668 $13 Billion
Q4 2023 Jan 17, 2024	BUY	$52.56 - $61.29 $222,013 - $258,888	4,224 Added 2.22%	194,499 $11.9 Billion
Q3 2023 Oct 26, 2023	BUY	$54.9 - $58.95 $66,264 - $71,152	1,207 Added 0.64%	190,275 $10.5 Billion
Q2 2023 Oct 26, 2023	SELL	$52.94 - $56.74 $65,222 - $69,903	-1,232 Reduced 0.65%	189,068 $10.7 Billion
Q1 2023 Oct 26, 2023	BUY	$51.7 - $56.94 $245,058 - $269,895	4,740 Added 2.55%	190,300 $10.3 Billion
Q4 2022 Oct 26, 2023	BUY	$47.77 - $55.73 $8.86 Million - $10.3 Million	185,560 New	185,560 $9.76 Billion

Others Institutions Holding FNDB

# of Institutions

166

Shares Held

13.6M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Stewardship, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Stewardship, LLC with notifications on news.

Account

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