Financial Consulate, Inc Schwab Fundamental U S Broad M Transaction History

Financial Consulate, Inc

$360 Million
Q4 2024

A detailed history of Financial Consulate, Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Financial Consulate, Inc holds 1,641,227 shares of FNDB stock, worth $39.5 Million. This represents 10.62% of its overall portfolio holdings.

Number of Shares

1,641,227

Previous 553,625 196.45%

Holding current value

$39.5 Million

Previous $39 Million 2.01%

% of portfolio

10.62%

Previous 10.9%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$23.07 - $70.32 $25.1 Million - $76.5 Million	1,087,602 Added 196.45%	1,641,227 $38.2 Million
Q3 2024 Oct 21, 2024	BUY	$64.17 - $70.37 $284,593 - $312,090	4,435 Added 0.81%	553,625 $39 Million
Q2 2024 Jul 19, 2024	BUY	$62.66 - $66.26 $162,477 - $171,812	2,593 Added 0.47%	549,190 $36 Million
Q1 2024 Apr 22, 2024	BUY	$59.85 - $66.26 $277,285 - $306,982	4,633 Added 0.85%	546,597 $36.2 Million
Q4 2023 Jan 31, 2024	BUY	$52.56 - $61.29 $28.5 Million - $33.2 Million	541,964 New	541,964 $33.1 Million

Others Institutions Holding FNDB

# of Institutions

152

Shares Held

12.3M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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Financial Consulate, Inc Schwab Fundamental U S Broad M Transaction History