Channel Wealth LLC Schwab Fundamental U S Broad M Transaction History

Channel Wealth LLC

  • $374 Billion
  • Q3 2025

A detailed history of Channel Wealth LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Channel Wealth LLC holds 35,016 shares of FNDB stock, worth $877,500. This represents 0.24% of its overall portfolio holdings.

Number of Shares
35,016
Previous 31,150 12.41%
Holding current value
$877,500
Previous $747 Million 20.66%
% of portfolio
0.24%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$23.83 - $25.77 $92,126 - $99,626
3,866 Added 12.41%
35,016 $901 Million
Q2 2025

Jul 09, 2025
SELL
$20.36 - $23.98 $101,596 - $119,660
-4,990 Reduced 13.81%
31,150 $747 Million
Q1 2025

Apr 10, 2025
SELL
$22.52 - $24.48 $35,356 - $38,433
-1,570 Reduced 4.16%
36,140 $832 Million
Q4 2024

Jan 14, 2025
BUY
$23.07 - $70.32 $579,979 - $1.77 Million
25,140 Added 200.0%
37,710 $877 Million
Q3 2024

Oct 31, 2024
BUY
$64.17 - $70.37 $173,194 - $189,928
2,699 Added 27.34%
12,570 $885 Million
Q2 2024

Aug 05, 2024
SELL
$62.66 - $66.26 $30,202 - $31,937
-482 Reduced 4.66%
9,871 $647 Million
Q1 2024

Apr 12, 2024
SELL
$59.85 - $66.26 $227,609 - $251,986
-3,803 Reduced 26.86%
10,353 $686 Million
Q4 2023

Jan 08, 2024
SELL
$52.56 - $61.29 $144,540 - $168,547
-2,750 Reduced 16.27%
14,156 $865 Million
Q3 2023

Oct 24, 2023
SELL
$54.9 - $58.95 $1,921 - $2,063
-35 Reduced 0.21%
16,906 $931 Million
Q2 2023

Jul 26, 2023
BUY
$52.94 - $56.74 $11,699 - $12,539
221 Added 1.32%
16,941 $961 Million
Q1 2023

Apr 27, 2023
BUY
$51.7 - $56.94 $864,424 - $952,036
16,720 New
16,720 $905 Million

Others Institutions Holding FNDB

# of Institutions
167
Shares Held
13.6M
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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