Steward Partners Investment Advisory, LLC Schwab Fundamental U S Broad M Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,528 shares of FNDB stock, worth $272,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,528
Previous 7,125 47.76%
Holding current value
$272,675
Previous $170,000 58.82%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$23.83 - $25.77 $81,093 - $87,695
3,403 Added 47.76%
10,528 $270,000
Q2 2025

Aug 12, 2025
BUY
$20.36 - $23.98 $74,456 - $87,694
3,657 Added 105.45%
7,125 $170,000
Q4 2024

Feb 06, 2025
BUY
$23.07 - $70.32 $53,337 - $162,579
2,312 Added 200.0%
3,468 $80,000
Q2 2024

Aug 08, 2024
BUY
$62.66 - $66.26 $72,434 - $76,596
1,156 New
1,156 $75,000
Q2 2021

Aug 13, 2021
SELL
$51.84 - $55.77 $173,715 - $186,885
-3,351 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$44.29 - $52.19 $148,415 - $174,888
3,351 New
3,351 $0

Others Institutions Holding FNDB

# of Institutions
169
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
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