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

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Valmark Advisers, Inc. holds 15,000 shares of FNDB stock, worth $381,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,000
Previous 8,845 69.59%
Holding current value
$381,300
Previous $212,000 82.08%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 23, 2025
BUY
$23.83 - $25.77 $146,673 - $158,614
6,155 Added 69.59%
15,000 $386,000
Q2 2025

Jul 23, 2025
SELL
$20.36 - $23.98 $4,682 - $5,515
-230 Reduced 2.53%
8,845 $212,000
Q1 2025

Apr 22, 2025
BUY
$22.52 - $24.48 $204,369 - $222,156
9,075 New
9,075 $208,000
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
167
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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