Sea Crest Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 42,741 shares of FNDB stock, worth $1.11 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
42,741
Previous 42,681 0.14%
Holding current value
$1.11 Million
Previous $975,000 5.03%
% of portfolio
0.12%
Previous 0.11%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$20.36 - $23.98 $1,221 - $1,438
60 Added 0.14%
42,741 $1.02 Million
Q1 2025

Apr 11, 2025
BUY
$22.52 - $24.48 $1,351 - $1,468
60 Added 0.14%
42,681 $975,000
Q4 2024

Jan 14, 2025
BUY
$23.07 - $70.32 $649,489 - $1.98 Million
28,153 Added 194.59%
42,621 $991,000
Q3 2024

Oct 16, 2024
BUY
$64.17 - $70.37 $72,512 - $79,518
1,130 Added 8.47%
14,468 $1.02 Million
Q2 2024

Jul 19, 2024
BUY
$62.66 - $66.26 $4,699 - $4,969
75 Added 0.57%
13,338 $874,000
Q1 2024

Apr 18, 2024
SELL
$59.85 - $66.26 $104,198 - $115,358
-1,741 Reduced 11.6%
13,263 $878,000
Q4 2023

Jan 18, 2024
SELL
$52.56 - $61.29 $22,180 - $25,864
-422 Reduced 2.74%
15,004 $916,000
Q3 2023

Oct 12, 2023
BUY
$54.9 - $58.95 $13,944 - $14,973
254 Added 1.67%
15,426 $849,000
Q2 2023

Jul 14, 2023
SELL
$52.94 - $56.74 $7,676 - $8,227
-145 Reduced 0.95%
15,172 $860,000
Q1 2023

May 11, 2023
SELL
$51.7 - $56.94 $58,317 - $64,228
-1,128 Reduced 6.86%
15,317 $828,000
Q4 2022

Feb 14, 2023
BUY
$47.77 - $55.73 $49,728 - $58,014
1,041 Added 6.76%
16,445 $865,000
Q3 2022

Nov 14, 2022
SELL
$47.13 - $56.11 $101,093 - $120,355
-2,145 Reduced 12.22%
15,404 $726,000
Q2 2022

Aug 09, 2022
BUY
$49.26 - $58.47 $2,167 - $2,572
44 Added 0.25%
17,549 $881,000
Q1 2022

May 16, 2022
BUY
$54.81 - $59.23 $158,510 - $171,293
2,892 Added 19.79%
17,505 $1.01 Million
Q4 2021

Feb 11, 2022
BUY
$54.05 - $58.21 $87,723 - $94,474
1,623 Added 12.49%
14,613 $848,000
Q3 2021

Nov 16, 2021
SELL
$52.31 - $55.86 $59,633 - $63,680
-1,140 Reduced 8.07%
12,990 $696,000
Q2 2021

Aug 12, 2021
SELL
$51.84 - $55.77 $49,455 - $53,204
-954 Reduced 6.32%
14,130 $768,000
Q1 2021

May 17, 2021
SELL
$44.29 - $52.19 $1,638 - $1,931
-37 Reduced 0.24%
15,084 $774,000
Q4 2020

Feb 09, 2021
BUY
$37.44 - $44.9 $2,134 - $2,559
57 Added 0.38%
15,121 $679,000
Q3 2020

Nov 12, 2020
SELL
$35.75 - $40.71 $97,812 - $111,382
-2,736 Reduced 15.37%
15,064 $574,000
Q2 2020

Jul 27, 2020
SELL
$29.23 - $39.53 $10,785 - $14,586
-369 Reduced 2.03%
17,800 $645,000
Q1 2020

May 13, 2020
BUY
$26.6 - $43.02 $74,799 - $120,972
2,812 Added 18.31%
18,169 $558,000
Q4 2019

Jan 22, 2020
SELL
$37.81 - $42.27 $30,663 - $34,280
-811 Reduced 5.02%
15,357 $647,000
Q3 2019

Oct 15, 2019
BUY
$38.93 - $39.77 $22,345 - $22,827
574 Added 3.68%
16,168 $633,000
Q2 2019

Jul 19, 2019
BUY
N/A
1,215 Added 8.45%
15,594 $603,000
Q1 2019

May 10, 2019
BUY
N/A
3,914 Added 37.4%
14,379 $541,000
Q4 2018

Feb 13, 2019
BUY
N/A
2,574 Added 32.62%
10,465 $350,000
Q3 2018

Nov 14, 2018
BUY
N/A
1,115 Added 16.46%
7,891 $312,000
Q2 2018

Aug 03, 2018
BUY
N/A
6,776 New
6,776 $253,000

Others Institutions Holding FNDB

# of Institutions
166
Shares Held
13.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
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More about FNDB
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