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

Financial Consulate, Inc

$322 Million
Q1 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 546,597 shares of FNDB stock, worth $35.8 Million. This represents 11.24% of its overall portfolio holdings.

Number of Shares

546,597

Previous 541,964 0.85%

Holding current value

$35.8 Million

Previous $33.1 Million 9.37%

% of portfolio

11.24%

Previous 11.38%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

136

Shares Held

3.76M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Financial Consulate, Inc with notifications on news.

Account

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