Sound Stewardship, LLC Schwab Fundamental U S Broad M Transaction History

Sound Stewardship, LLC

$176 Billion
Q1 2025

A detailed history of Sound Stewardship, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sound Stewardship, LLC holds 572,124 shares of FNDB stock, worth $12.8 Million. This represents 7.5% of its overall portfolio holdings.

Number of Shares

572,124

Previous 582,573 1.79%

Holding current value

$12.8 Million

Previous $13.6 Billion 2.85%

% of portfolio

7.5%

Previous 8.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$22.52 - $24.48 $235,311 - $255,791	-10,449 Reduced 1.79%	572,124 $13.2 Billion
Q4 2024 Jan 22, 2025	BUY	$23.07 - $70.32 $8.87 Million - $27 Million	384,414 Added 193.99%	582,573 $13.6 Billion
Q3 2024 Oct 24, 2024	BUY	$64.17 - $70.37 $138,029 - $151,365	2,151 Added 1.1%	198,159 $13.9 Billion
Q2 2024 Jul 24, 2024	BUY	$62.66 - $66.26 $21,304 - $22,528	340 Added 0.17%	196,008 $12.9 Billion
Q1 2024 May 08, 2024	BUY	$59.85 - $66.26 $69,964 - $77,457	1,169 Added 0.6%	195,668 $13 Billion
Q4 2023 Jan 17, 2024	BUY	$52.56 - $61.29 $222,013 - $258,888	4,224 Added 2.22%	194,499 $11.9 Billion
Q3 2023 Oct 26, 2023	BUY	$54.9 - $58.95 $66,264 - $71,152	1,207 Added 0.64%	190,275 $10.5 Billion
Q2 2023 Oct 26, 2023	SELL	$52.94 - $56.74 $65,222 - $69,903	-1,232 Reduced 0.65%	189,068 $10.7 Billion
Q1 2023 Oct 26, 2023	BUY	$51.7 - $56.94 $245,058 - $269,895	4,740 Added 2.55%	190,300 $10.3 Billion
Q4 2022 Oct 26, 2023	BUY	$47.77 - $55.73 $8.86 Million - $10.3 Million	185,560 New	185,560 $9.76 Billion

Others Institutions Holding FNDB

# of Institutions

157

Shares Held

12.3M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Sound Stewardship, LLC Schwab Fundamental U S Broad M Transaction History