Core Cap Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Core Cap Advisors, LLC

  • $2.64 Billion
  • Q3 2025

A detailed history of Core Cap Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Core Cap Advisors, LLC holds 1,416 shares of FNDB stock, worth $36,674. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,416
Previous 1,416 -0.0%
Holding current value
$36,674
Previous $33,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$20.36 - $23.98 $19,912 - $23,452
-978 Reduced 40.85%
1,416 $33,000
Q4 2024

Feb 14, 2025
BUY
$23.07 - $70.32 $36,819 - $112,230
1,596 Added 200.0%
2,394 $55,000
Q3 2024

Nov 08, 2024
BUY
$64.17 - $70.37 $51,207 - $56,155
798 New
798 $56,000
Q1 2024

Aug 08, 2024
BUY
$59.85 - $66.26 $19,511 - $21,600
326 New
326 $21,000
Q4 2022

Feb 10, 2023
BUY
$47.77 - $55.73 $668 - $780
14 New
14 $0

Others Institutions Holding FNDB

# of Institutions
169
Shares Held
13.8M
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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