Savant Capital, LLC Schwab Fundamental U S Broad M Transaction History

Savant Capital, LLC

$13.2 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$64.17 - $70.37 $291,139 - $319,268	4,537 New	4,537 $319,000

Others Institutions Holding FNDB

# of Institutions

165

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$39.6 Million
9.95% of portfolio
Callan Capital, LLC La Jolla, CA

1.34M
Shares

$32.4 Million
2.28% of portfolio
High Tower Advisors, LLC Chicago, IL

673K
Shares

$16.3 Million
0.02% of portfolio
Opes Wealth Management LLC Menlo Park, CA

635K
Shares

$15.4 Million
3.01% of portfolio
Cambridge Investment Research Advisors, Inc.

612K
Shares

$14.8 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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