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

Financial Consulate, Inc

$358 Million
Q3 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 553,625 shares of FNDB stock, worth $13.3 Million. This represents 10.9% of its overall portfolio holdings.

Number of Shares

553,625

Previous 549,190 0.81%

Holding current value

$13.3 Million

Previous $36 Million 8.17%

% of portfolio

10.9%

Previous 11.1%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

144

Shares Held

4.02M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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