Silver Oak Securities, Inc Schwab Fundamental U S Broad M Call Options Transaction History

Silver Oak Securities, Inc

$1.14 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

167

Shares Held

12.6M

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
Sound Stewardship, LLC Overland Park, KS

617K
Shares

$14.9 Million
7.63% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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