Valmark Advisers, Inc. Schwab Fundamental U S Broad M Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$52.94 - $56.74 $1.59 Million - $1.71 Million	30,104 New	30,104 $1.71 Million

Others Institutions Holding FNDB

# of Institutions

145

Shares Held

10.2M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$39.7 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$32.7 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$16.1 Million
0.02% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14.1 Million
8.05% of portfolio
Opes Wealth Management LLC Menlo Park, CA

519K
Shares

$12.5 Million
2.48% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

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