Breakwater Investment Management Schwab Fundamental U S Broad M Transaction History

Breakwater Investment Management

  • $271 Billion
  • Q3 2025

A detailed history of Breakwater Investment Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Breakwater Investment Management holds 8,943 shares of FNDB stock, worth $231,623. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,943
Previous 8,943 -0.0%
Holding current value
$231,623
Previous $214 Million 7.34%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$22.52 - $24.48 $3,242 - $3,525
-144 Reduced 1.58%
8,943 $206 Million
Q4 2024

Jan 16, 2025
BUY
$23.07 - $70.32 $139,758 - $425,998
6,058 Added 200.0%
9,087 $211 Million
Q1 2024

Jun 13, 2024
BUY
$59.85 - $66.26 $181,285 - $200,701
3,029 New
3,029 $201 Million

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
Track This Portfolio

Track Breakwater Investment Management Portfolio

Follow Breakwater Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Breakwater Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Breakwater Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email