Stifel Financial Corp Schwab Fundamental U S Broad M Transaction History

Stifel Financial Corp

$99.8 Billion
Q2 2025

A detailed history of Stifel Financial Corp transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Stifel Financial Corp holds 15,854 shares of FNDB stock, worth $404,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,854

Previous 14,589 8.67%

Holding current value

$404,277

Previous $335,000 13.43%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$20.36 - $23.98 $25,755 - $30,334	1,265 Added 8.67%	15,854 $380,000
Q1 2025 May 13, 2025	SELL	$22.52 - $24.48 $585 - $636	-26 Reduced 0.18%	14,589 $335,000
Q4 2024 Feb 13, 2025	BUY	$23.07 - $70.32 $224,240 - $683,510	9,720 Added 198.57%	14,615 $339,000
Q3 2024 Nov 14, 2024	BUY	$64.17 - $70.37 $60,704 - $66,570	946 Added 23.96%	4,895 $344,000
Q2 2024 Aug 13, 2024	BUY	$62.66 - $66.26 $34,400 - $36,376	549 Added 16.15%	3,949 $258,000
Q1 2024 May 13, 2024	SELL	$59.85 - $66.26 $42,792 - $47,375	-715 Reduced 17.38%	3,400 $225,000
Q4 2023 Feb 12, 2024	BUY	$52.56 - $61.29 $216,284 - $252,208	4,115 New	4,115 $251,000

Others Institutions Holding FNDB

# of Institutions

166

Shares Held

13.6M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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Stifel Financial Corp Schwab Fundamental U S Broad M Transaction History