Nbt Bank N A Schwab Fundamental U S Broad M Transaction History

Nbt Bank N A

$1.37 Billion
Q1 2025

A detailed history of Nbt Bank N A transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Nbt Bank N A holds 11,955 shares of FNDB stock, worth $264,325. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,955

Holding current value

$264,325

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$22.52 - $24.48 $269,226 - $292,658	11,955 New	11,955 $273,000

Others Institutions Holding FNDB

# of Institutions

158

Shares Held

12.3M

Call Options Held

Put Options Held

Financial Consulate, Inc

1.64M
Shares

$36.2 Million
9.95% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$29.9 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$14.7 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

612K
Shares

$13.5 Million
0.05% of portfolio
Sound Stewardship, LLC Overland Park, KS

572K
Shares

$12.6 Million
7.5% of portfolio

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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