Firestone Capital Management Schwab Fundamental U S Broad M Transaction History

Firestone Capital Management

$442 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$54.05 - $58.21 $92,857 - $100,004	-1,718 Closed	0 $0
Q1 2020 Apr 20, 2020	BUY	$26.6 - $43.02 $45,698 - $73,908	1,718 New	1,718 $53,000

Others Institutions Holding FNDB

# of Institutions

168

Shares Held

13.8M

Call Options Held

0

Put Options Held

0

Callan Capital, LLC La Jolla, CA

1.34M
Shares

$34.6 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.31M
Shares

$33.9 Million
1.17% of portfolio
Financial Consulate, Inc

1.22M
Shares

$31.7 Million
4.64% of portfolio
Opes Wealth Management LLC Menlo Park, CA

723K
Shares

$18.7 Million
3.28% of portfolio
Cambridge Investment Research Advisors, Inc.

700K
Shares

$18.1 Million
0.05% of portfolio

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 Firestone Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Firestone Capital Management with notifications on news.