Cambridge Investment Research Advisors, Inc. Schwab Fundamental U S Broad M Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 191,396 shares of FNDB stock, worth $4.52 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

191,396

Previous 163,612 16.98%

Holding current value

$4.52 Million

Previous $10.7 Million 25.53%

% of portfolio

0.05%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$64.17 - $70.37 $1.78 Million - $1.96 Million	27,784 Added 16.98%	191,396 $13.5 Million
Q2 2024 Jul 26, 2024	BUY	$62.66 - $66.26 $542,886 - $574,076	8,664 Added 5.59%	163,612 $10.7 Million
Q1 2024 Apr 24, 2024	BUY	$59.85 - $66.26 $1.27 Million - $1.41 Million	21,239 Added 15.88%	154,948 $10.3 Million
Q4 2023 Feb 09, 2024	BUY	$52.56 - $61.29 $577,581 - $673,515	10,989 Added 8.95%	133,709 $8.17 Million
Q3 2023 Oct 24, 2023	BUY	$54.9 - $58.95 $27,999 - $30,064	510 Added 0.42%	122,720 $6.76 Million
Q2 2023 Jul 13, 2023	BUY	$52.94 - $56.74 $298,316 - $319,729	5,635 Added 4.83%	122,210 $6.93 Million
Q1 2023 May 11, 2023	BUY	$51.7 - $56.94 $288,899 - $318,180	5,588 Added 5.03%	116,575 $6.31 Million
Q4 2022 Feb 08, 2023	BUY	$47.77 - $55.73 $223,611 - $260,872	4,681 Added 4.4%	110,987 $5.84 Million
Q3 2022 Oct 17, 2022	BUY	$47.13 - $56.11 $1.83 Million - $2.18 Million	38,779 Added 57.43%	106,306 $0
Q2 2022 Jul 13, 2022	BUY	$49.26 - $58.47 $788,258 - $935,636	16,002 Added 31.06%	67,527 $0
Q1 2022 May 12, 2022	SELL	$54.81 - $59.23 $236,888 - $255,992	-4,322 Reduced 7.74%	51,525 $0
Q4 2021 Feb 03, 2022	BUY	$54.05 - $58.21 $128,963 - $138,889	2,386 Added 4.46%	55,847 $0
Q3 2021 Nov 02, 2021	BUY	$52.31 - $55.86 $269,030 - $287,287	5,143 Added 10.64%	53,461 $0
Q2 2021 Aug 10, 2021	SELL	$51.84 - $55.77 $793,981 - $854,173	-15,316 Reduced 24.07%	48,318 $0
Q1 2021 May 07, 2021	BUY	$44.29 - $52.19 $1.15 Million - $1.35 Million	25,936 Added 68.8%	63,634 $0
Q4 2020 Feb 04, 2021	BUY	$37.44 - $44.9 $474,364 - $568,883	12,670 Added 50.62%	37,698 $0
Q3 2020 Oct 29, 2020	BUY	$35.75 - $40.71 $437,687 - $498,412	12,243 Added 95.76%	25,028 $0
Q2 2020 Jul 27, 2020	BUY	$29.23 - $39.53 $49,749 - $67,280	1,702 Added 15.36%	12,785 $0
Q1 2020 May 08, 2020	BUY	$26.6 - $43.02 $294,807 - $476,790	11,083 New	11,083 $0

Others Institutions Holding FNDB

# of Institutions

145

Shares Held

4.05M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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Cambridge Investment Research Advisors, Inc. Schwab Fundamental U S Broad M Transaction History