Sage Financial Management Group, Inc. Schwab Fundamental U S Broad M Transaction History
Sage Financial Management Group, Inc.
- $289 Million
- Q2 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 10,605 shares of FNDB stock, worth $260,989. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,605
Previous 17,535
39.52%
Holding current value
$260,989
Previous $403,000
36.97%
% of portfolio
0.09%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding FNDB
# of Institutions
164Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$35 Million7.01% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$32.9 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$16.6 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$15.6 Million3.01% of portfolio
-
Sound Stewardship, LLC Overland Park, KS617KShares$15.2 Million7.63% of portfolio