New Edge Advisors, LLC Schwab Fundamental U S Broad M Call Options Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

167

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.42M
Shares

$36.6 Million
7.01% of portfolio
Callan Capital, LLC La Jolla, CA

1.34M
Shares

$34.3 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.29M
Shares

$33.2 Million
1.22% of portfolio
Opes Wealth Management LLC Menlo Park, CA

702K
Shares

$18 Million
3.04% of portfolio
High Tower Advisors, LLC Chicago, IL

695K
Shares

$17.9 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

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