A detailed history of Cwm, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Cwm, LLC holds 2,775 shares of FNDB stock, worth $67,016. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,775
Previous 1,008 175.3%
Holding current value
$67,016
Previous $71,000 8.45%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
$23.07 - $70.32 $40,764 - $124,255
1,767 Added 175.3%
2,775 $65,000
Q3 2024

Oct 08, 2024

SELL
$64.17 - $70.37 $17,325 - $18,999
-270 Reduced 21.13%
1,008 $71,000
Q2 2024

Jul 09, 2024

SELL
$62.66 - $66.26 $359,543 - $380,199
-5,738 Reduced 81.78%
1,278 $84,000
Q1 2024

Apr 05, 2024

BUY
$59.85 - $66.26 $419,907 - $464,880
7,016 New
7,016 $465,000

Others Institutions Holding FNDB

About SCHWAB FUNDAMENTAL U S BROAD M


  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.