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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$23.82 - $25.84 $251,753 - $273,102
-10,569 Reduced 4.75%
211,993 $5.45 Million
Q2 2025

Jul 29, 2025

BUY
$19.1 - $23.83 $642,256 - $801,307
33,626 Added 17.8%
222,562 $5.3 Million
Q1 2025

Apr 30, 2025

BUY
$21.23 - $23.75 $4.01 Million - $4.49 Million
188,936 New
188,936 $4.07 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Fundamentun, LLC Portfolio

Follow Fundamentun, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Fundamentun, LLC with notifications on news.