Bcgm Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History

Bcgm Wealth Management, LLC

  • $322 Million
  • Q2 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 11,188 shares of FNDB stock, worth $272,315. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,188
Previous 34,146 67.23%
Holding current value
$272,315
Previous $785,000 65.86%
% of portfolio
0.08%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$20.36 - $23.98 $467,424 - $550,532
-22,958 Reduced 67.23%
11,188 $268,000
Q1 2025

May 08, 2025
BUY
$22.52 - $24.48 $768,967 - $835,894
34,146 New
34,146 $785,000

Others Institutions Holding FNDB

# of Institutions
165
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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