Bfsg, LLC Schwab Fundamental U S Broad M Transaction History

Bfsg, LLC

$838 Million
Q4 2024

A detailed history of Bfsg, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Bfsg, LLC holds 130 shares of FNDB stock, worth $3,023. This represents 0.0% of its overall portfolio holdings.

Number of Shares

130

Holding current value

$3,023

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$23.07 - $70.32 $2,999 - $9,141	130 New	130 $3,000

Others Institutions Holding FNDB

# of Institutions

153

Shares Held

12.4M

Call Options Held

Put Options Held

Financial Consulate, Inc

1.64M
Shares

$38.2 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$31.5 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$15.5 Million
0.02% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$13.6 Million
8.05% of portfolio
Cambridge Investment Research Advisors, Inc.

576K
Shares

$13.4 Million
0.04% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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