Fundamentun, LLC Schwab Strategic Tr Us Broad M Transaction History
Fundamentun, LLC
- $1.98 Billion
- Q2 2025
A detailed history of Fundamentun, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fundamentun, LLC holds 222,562 shares of SCHB stock, worth $5.75 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
222,562
Previous 188,936
17.8%
Holding current value
$5.75 Million
Previous $4.07 Million
30.39%
% of portfolio
0.27%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$435 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$340 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$316 Million3.25% of portfolio