Cwm, LLC Schwab Fundamental U S Broad M Transaction History

Cwm, LLC

$36.9 Billion
Q4 2025

A detailed history of Cwm, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Cwm, LLC holds 17 shares of FNDB stock, worth $440. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$440

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$25.06 - $26.31 $426 - $447	17 New	17 $0
Q1 2025 May 01, 2025	SELL	$22.52 - $24.48 $36,144 - $39,290	-1,605 Reduced 57.84%	1,170 $27,000
Q4 2024 Feb 04, 2025	BUY	$23.07 - $70.32 $40,764 - $124,255	1,767 Added 175.3%	2,775 $65,000
Q3 2024 Oct 08, 2024	SELL	$64.17 - $70.37 $17,325 - $18,999	-270 Reduced 21.13%	1,008 $71,000
Q2 2024 Jul 09, 2024	SELL	$62.66 - $66.26 $359,543 - $380,199	-5,738 Reduced 81.78%	1,278 $84,000

Q1 2024 Apr 05, 2024	BUY	$59.85 - $66.26 $419,907 - $464,880	7,016 New	7,016 $465,000

Others Institutions Holding FNDB

# of Institutions

170

Shares Held

13.9M

Call Options Held

Put Options Held

Callan Capital, LLC La Jolla, CA

1.34M
Shares

$34.6 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.31M
Shares

$33.9 Million
1.17% of portfolio
Financial Consulate, Inc

1.22M
Shares

$31.7 Million
4.64% of portfolio
Opes Wealth Management LLC Menlo Park, CA

723K
Shares

$18.7 Million
3.28% of portfolio
Cambridge Investment Research Advisors, Inc.

700K
Shares

$18.1 Million
0.05% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

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