Blue Bell Private Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History

Blue Bell Private Wealth Management, LLC

$500 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	$37.81 - $42.27 $37 - $42	-1 Closed	0 $0
Q3 2017 Oct 24, 2017	BUY	N/A	1	1 $0

Others Institutions Holding FNDB

# of Institutions

153

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$39.3 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$32.4 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$15.9 Million
0.02% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$13.9 Million
8.05% of portfolio
Cambridge Investment Research Advisors, Inc.

576K
Shares

$13.8 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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