Werba Rubin Papier Wealth Management Schwab Fundamental U S Broad M Transaction History

Werba Rubin Papier Wealth Management

$619 Billion
Q3 2025

A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 24,253 shares of FNDB stock, worth $629,365. This represents 0.1% of its overall portfolio holdings.

Number of Shares

24,253

Previous 16,574 46.33%

Holding current value

$629,365

Previous $397 Million 57.07%

% of portfolio

0.1%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$23.83 - $25.77 $182,990 - $197,887	7,679 Added 46.33%	24,253 $624 Million
Q4 2024 Jan 31, 2025	BUY	$23.07 - $70.32 $254,900 - $776,965	11,049 Added 199.98%	16,574 $386 Million
Q2 2023 Jul 24, 2023	BUY	$52.94 - $56.74 $1,429 - $1,531	27 Added 0.49%	5,525 $313 Million
Q1 2023 Apr 26, 2023	BUY	$51.7 - $56.94 $1,344 - $1,480	26 Added 0.48%	5,498 $298 Million
Q4 2022 Mar 28, 2023	BUY	$47.77 - $55.73 $261,397 - $304,954	5,472 New	5,472 $288 Million

Others Institutions Holding FNDB

# of Institutions

167

Shares Held

13.4M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Werba Rubin Papier Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Werba Rubin Papier Wealth Management with notifications on news.

Account

Werba Rubin Papier Wealth Management Schwab Fundamental U S Broad M Transaction History