Ronald Blue Trust, Inc. Schwab Fundamental U S Broad M Transaction History

Ronald Blue Trust, Inc.

$8.7 Billion
Q3 2025

A detailed history of Ronald Blue Trust, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Ronald Blue Trust, Inc. holds 300 shares of FNDB stock, worth $7,626. This represents 0.0% of its overall portfolio holdings.

Number of Shares

300

Holding current value

$7,626

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 16, 2025	BUY	$23.83 - $25.77 $7,148 - $7,731	300 New	300 $7,000

Others Institutions Holding FNDB

# of Institutions

168

Shares Held

13.5M

Call Options Held

Put Options Held

Financial Consulate, Inc

1.42M
Shares

$36.2 Million
7.01% of portfolio
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
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

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Ronald Blue Trust, Inc. Schwab Fundamental U S Broad M Transaction History