Youngs Advisory Group, Inc. Schwab Fundamental U S Broad M Transaction History

Youngs Advisory Group, Inc.

$236 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 28, 2020	SELL	$29.23 - $39.53 $794,763 - $1.07 Million	-27,190 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$26.6 - $43.02 $197,505 - $319,423	-7,425 Reduced 21.45%	27,190 $835,000
Q3 2019 Oct 29, 2019	SELL	$38.93 - $39.77 $23,941 - $24,458	-615 Reduced 1.75%	34,615 $1.35 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-29,037 Reduced 45.18%	35,230 $1.33 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-5,105 Reduced 7.36%	64,267 $2.15 Million
Q3 2018 Nov 01, 2018	SELL	N/A	-500 Reduced 0.72%	69,372 $2.74 Million
Q2 2018 Aug 07, 2018	SELL	N/A	-28,872 Reduced 29.24%	69,872 $2.61 Million
Q1 2018 Apr 24, 2018	SELL	N/A	-43,681 Reduced 30.67%	98,744 $3.58 Million
Q4 2017 Jan 24, 2018	SELL	N/A	-16,687 Reduced 10.49%	142,425 $5.31 Million
Q3 2017 Oct 24, 2017	BUY	N/A	159,112	159,112 $5.58 Million

Others Institutions Holding FNDB

# of Institutions

156

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$35.2 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$29.1 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$14.3 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

576K
Shares

$12.4 Million
0.04% of portfolio
Sound Stewardship, LLC Overland Park, KS

572K
Shares

$12.3 Million
7.5% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

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