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

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Hb Wealth Management, LLC holds 37,863 shares of FNDB stock, worth $980,651. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,863
Previous 37,863 -0.0%
Holding current value
$980,651
Previous $907,000 7.39%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$23.07 - $70.32 $582,332 - $1.78 Million
25,242 Added 200.0%
37,863 $880,000
Q3 2022

Oct 19, 2022
SELL
$47.13 - $56.11 $7,587 - $9,033
-161 Reduced 1.26%
12,621 $595,000
Q1 2022

May 16, 2022
BUY
$54.81 - $59.23 $8,824 - $9,536
161 Added 1.28%
12,782 $738,000
Q4 2021

Feb 15, 2022
BUY
$54.05 - $58.21 $682,165 - $734,668
12,621 New
12,621 $733,000

Others Institutions Holding FNDB

# of Institutions
170
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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