Sage Financial Management Group, Inc. Schwab Fundamental U S Broad M Transaction History
Sage Financial Management Group, Inc.
- $313 Million
- Q3 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 10,605 shares of FNDB stock, worth $274,669. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,605
Previous 10,605
-0.0%
Holding current value
$274,669
Previous $254,000
7.09%
% of portfolio
0.09%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding FNDB
# of Institutions
168Shares Held
13.8MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34.6 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.31MShares$33.9 Million1.17% of portfolio
-
Financial Consulate, Inc1.22MShares$31.7 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA723KShares$18.7 Million3.28% of portfolio
-
Cambridge Investment Research Advisors, Inc.700KShares$18.1 Million0.05% of portfolio