Fundamentun, LLC Schwab Strategic Tr Us Broad M Transaction History
Fundamentun, LLC
- $2.2 Billion
- Q3 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 211,993 shares of SCHB stock, worth $5.47 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
211,993
Previous 222,562
4.75%
Holding current value
$5.47 Million
Previous $5.3 Million
2.77%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio