Retirement Planning Group Schwab Fundamental U S Broad M Put Options Transaction History

Retirement Planning Group

$1.64 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

167

Shares Held

13.3M

Call Options Held

0

Put Options Held

0

Callan Capital, LLC La Jolla, CA

1.34M
Shares

$34 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.29M
Shares

$32.9 Million
1.22% of portfolio
Financial Consulate, Inc

1.22M
Shares

$31.1 Million
4.64% of portfolio
Opes Wealth Management LLC Menlo Park, CA

702K
Shares

$17.8 Million
3.04% of portfolio
High Tower Advisors, LLC Chicago, IL

695K
Shares

$17.7 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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