Cornerstone Financial Group, LLC /Ne/ Schwab Fundamental U S Broad M Put Options Transaction History

Cornerstone Financial Group, LLC /Ne/

$118 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

167

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.42M
Shares

$35.7 Million
7.01% of portfolio
Callan Capital, LLC La Jolla, CA

1.34M
Shares

$33.5 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.29M
Shares

$32.4 Million
1.22% of portfolio
Opes Wealth Management LLC Menlo Park, CA

702K
Shares

$17.6 Million
3.04% of portfolio
High Tower Advisors, LLC Chicago, IL

695K
Shares

$17.4 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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