Bfsg, LLC Schwab Fundamental U S Broad M Transaction History

Bfsg, LLC

$838 Million
Q4 2024

A detailed history of Bfsg, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Bfsg, LLC holds 130 shares of FNDB stock, worth $3,139. This represents 0.0% of its overall portfolio holdings.

Number of Shares

130

Holding current value

$3,139

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$23.07 - $70.32 $2,999 - $9,141	130 New	130 $3,000

Others Institutions Holding FNDB

# of Institutions

144

Shares Held

6.51M

Call Options Held

Put Options Held

Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14.1 Million
8.05% of portfolio
Financial Consulate, Inc

554K
Shares

$13.4 Million
10.9% of portfolio
Opes Wealth Management LLC Menlo Park, CA

519K
Shares

$12.5 Million
2.48% of portfolio
Systelligence, LLC

461K
Shares

$11.1 Million
2.83% of portfolio
Callan Capital, LLC La Jolla, CA

458K
Shares

$11.1 Million
2.26% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

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