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

Glass Jacobson Investment Advisors LLC

$277 Billion
Q3 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 28,276 shares of FNDB stock, worth $732,348. This represents 0.26% of its overall portfolio holdings.

Number of Shares

28,276

Previous 24,119 17.24%

Holding current value

$732,348

Previous $578 Million 25.84%

% of portfolio

0.26%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$23.83 - $25.77 $99,061 - $107,125	4,157 Added 17.24%	28,276 $728 Million
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

168

Shares Held

13.8M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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