Glass Jacobson Investment Advisors LLC Schwab Fundamental U S Broad M Transaction History

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 24,119 shares of FNDB stock, worth $623,476. This represents 0.22% of its overall portfolio holdings.

Number of Shares
24,119
Previous 19,682 22.54%
Holding current value
$623,476
Previous $458 Million 26.34%
% of portfolio
0.22%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$20.36 - $23.98 $90,337 - $106,399
4,437 Added 22.54%
24,119 $578 Million
Q4 2024

Feb 13, 2025
BUY
$23.07 - $70.32 $375,510 - $1.14 Million
16,277 Added 478.03%
19,682 $458 Million
Q3 2024

Nov 15, 2024
BUY
$64.17 - $70.37 $183,012 - $200,695
2,852 Added 515.73%
3,405 $240 Million
Q2 2024

Aug 12, 2024
BUY
$62.66 - $66.26 $24,813 - $26,238
396 Added 252.23%
553 $36.2 Million
Q1 2024

Apr 26, 2024
BUY
$59.85 - $66.26 $9,396 - $10,402
157 New
157 $10.4 Million

Others Institutions Holding FNDB

# of Institutions
166
Shares Held
13.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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