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

Bcgm Wealth Management, LLC

  • $347 Million
  • Q3 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 11,020 shares of FNDB stock, worth $285,418. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,020
Previous 11,188 1.5%
Holding current value
$285,418
Previous $268,000 5.6%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$23.83 - $25.77 $4,003 - $4,329
-168 Reduced 1.5%
11,020 $283,000
Q2 2025

Aug 05, 2025
SELL
$20.36 - $23.98 $467,424 - $550,532
-22,958 Reduced 67.23%
11,188 $268,000
Q1 2025

May 08, 2025
BUY
$22.52 - $24.48 $768,967 - $835,894
34,146 New
34,146 $785,000

Others Institutions Holding FNDB

# of Institutions
168
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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