Zrc Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History

Zrc Wealth Management, LLC

  • $282 Billion
  • Q4 2025

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 21,059 shares of FNDB stock, worth $545,428. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,059
Previous 23,655 10.97%
Holding current value
$545,428
Previous $609 Million 8.11%
% of portfolio
0.2%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$25.06 - $26.31 $65,055 - $68,300
-2,596 Reduced 10.97%
21,059 $560 Million
Q3 2025

Oct 14, 2025
SELL
$23.83 - $25.77 $29,167 - $31,542
-1,224 Reduced 4.92%
23,655 $609 Million
Q2 2025

Jul 08, 2025
SELL
$20.36 - $23.98 $74,761 - $88,054
-3,672 Reduced 12.86%
24,879 $597 Million
Q1 2025

Apr 09, 2025
SELL
$22.52 - $24.48 $74,180 - $80,637
-3,294 Reduced 10.34%
28,551 $657 Million
Q4 2024

Jan 28, 2025
BUY
$23.07 - $70.32 $487,515 - $1.49 Million
21,132 Added 197.26%
31,845 $741 Million
Q3 2024

Oct 04, 2024
SELL
$64.17 - $70.37 $55,186 - $60,518
-860 Reduced 7.43%
10,713 $754 Million
Q2 2024

Jul 08, 2024
SELL
$62.66 - $66.26 $20,301 - $21,468
-324 Reduced 2.72%
11,573 $759 Million
Q1 2024

Apr 19, 2024
SELL
$59.85 - $66.26 $433,613 - $480,053
-7,245 Reduced 37.85%
11,897 $788 Million
Q3 2023

Oct 10, 2023
SELL
$54.9 - $58.95 $39,582 - $42,502
-721 Reduced 3.63%
19,142 $1.05 Billion
Q2 2023

Jul 06, 2023
SELL
$52.94 - $56.74 $512,300 - $549,072
-9,677 Reduced 32.76%
19,863 $1.13 Billion
Q1 2023

May 04, 2023
BUY
$51.7 - $56.94 $1.53 Million - $1.68 Million
29,540 New
29,540 $1.6 Billion

Others Institutions Holding FNDB

# of Institutions
169
Shares Held
13.8M
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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