Baird Financial Group, Inc. Schwab Fundamental U S Broad M Transaction History

Baird Financial Group, Inc.

$50.4 Billion
Q4 2024

A detailed history of Baird Financial Group, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Baird Financial Group, Inc. holds 21,811 shares of FNDB stock, worth $504,706. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,811

Previous 6,105 257.26%

Holding current value

$504,706

Previous $429,000 18.18%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$23.07 - $70.32 $362,337 - $1.1 Million	15,706 Added 257.26%	21,811 $507,000
Q3 2024 Nov 13, 2024	BUY	$64.17 - $70.37 $140,532 - $154,110	2,190 Added 55.94%	6,105 $429,000
Q2 2024 Aug 13, 2024	SELL	$62.66 - $66.26 $55,328 - $58,507	-883 Reduced 18.4%	3,915 $256,000
Q1 2024 May 14, 2024	SELL	$59.85 - $66.26 $11,072 - $12,258	-185 Reduced 3.71%	4,798 $317,000
Q4 2023 Feb 14, 2024	BUY	$52.56 - $61.29 $35,162 - $41,003	669 Added 15.51%	4,983 $304,000
Q3 2023 Nov 13, 2023	BUY	$54.9 - $58.95 $236,838 - $254,310	4,314 New	4,314 $237,000

Others Institutions Holding FNDB

# of Institutions

153

Shares Held

12.4M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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Baird Financial Group, Inc. Schwab Fundamental U S Broad M Transaction History