Retirement Planning Group Schwab Fundamental U S Broad M Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
A detailed history of Retirement Planning Group transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Retirement Planning Group holds 17,424 shares of FNDB stock, worth $442,918. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,424
Previous 17,424
-0.0%
Holding current value
$442,918
Previous $398,000
4.77%
% of portfolio
0.03%
Previous 0.03%
Shares
31 transactions
Others Institutions Holding FNDB
# of Institutions
167Shares Held
13.3MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.29MShares$32.9 Million1.22% of portfolio
-
Financial Consulate, Inc1.22MShares$31.1 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$17.8 Million3.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL695KShares$17.7 Million0.02% of portfolio