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

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 15,258 shares of FNDB stock, worth $395,182. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,258

Previous 15,258 -0.0%

Holding current value

$395,182

Previous $365,000 7.4%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$23.07 - $70.32 $234,668 - $715,295	10,172 Added 200.0%	15,258 $354,000
Q2 2024 Aug 02, 2024	SELL	$62.66 - $66.26 $139,857 - $147,892	-2,232 Reduced 30.5%	5,086 $333,000
Q4 2023 Jan 29, 2024	BUY	$52.56 - $61.29 $384,634 - $448,520	7,318 New	7,318 $447,000
Q1 2021 May 17, 2021	SELL	$44.29 - $52.19 $48,497 - $57,148	-1,095 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$37.44 - $44.9 $40,996 - $49,165	1,095 New	1,095 $49,000

Q2 2018 Aug 07, 2018	SELL	N/A	-1,095 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-300 Reduced 21.51%	1,095 $40,000
Q2 2017 Sep 12, 2017	BUY	N/A	1,395	1,395 $47,000

Others Institutions Holding FNDB

# of Institutions

169

Shares Held

13.8M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Perigon Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History