Pineridge Advisors LLC Schwab Fundamental U S Broad M Transaction History

Pineridge Advisors LLC

$350 Billion
Q3 2025

A detailed history of Pineridge Advisors LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Pineridge Advisors LLC holds 6,765 shares of FNDB stock, worth $175,213. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,765

Previous 6,999 3.34%

Holding current value

$175,213

Previous $168 Million 3.75%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$23.83 - $25.77 $5,576 - $6,030	-234 Reduced 3.34%	6,765 $174 Million
Q2 2025 Aug 11, 2025	BUY	$20.36 - $23.98 $407 - $479	20 Added 0.29%	6,999 $168 Million
Q1 2025 Apr 30, 2025	SELL	$22.52 - $24.48 $1,576 - $1,713	-70 Reduced 0.99%	6,979 $161 Million
Q4 2024 Jan 29, 2025	BUY	$23.07 - $70.32 $127,046 - $387,252	5,507 Added 357.13%	7,049 $164 Million
Q3 2024 Oct 18, 2024	BUY	$64.17 - $70.37 $24,962 - $27,373	389 Added 33.74%	1,542 $108 Million
Q2 2024 Jul 25, 2024	SELL	$62.66 - $66.26 $34,400 - $36,376	-549 Reduced 32.26%	1,153 $75.6 Million
Q1 2024 May 16, 2024	BUY	$59.85 - $66.26 $10,892 - $12,059	182 Added 11.97%	1,702 $113 Million
Q4 2023 Mar 01, 2024	BUY	$52.56 - $61.29 $79,891 - $93,160	1,520 New	1,520 $92.9 Million

Others Institutions Holding FNDB

# of Institutions

169

Shares Held

13.8M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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Pineridge Advisors LLC Schwab Fundamental U S Broad M Transaction History