Sovran Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Sovran Advisors, LLC

  • $1.18 Trillion
  • Q4 2025

A detailed history of Sovran Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sovran Advisors, LLC holds 15,681 shares of FNDB stock, worth $406,137. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,681
Previous 18,349 14.54%
Holding current value
$406,137
Previous $475 Million 8.63%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$25.06 - $26.31 $66,860 - $70,195
-2,668 Reduced 14.54%
15,681 $434 Million
Q3 2025

Oct 31, 2025
BUY
$23.83 - $25.77 $3,002 - $3,247
126 Added 0.69%
18,349 $475 Million
Q2 2025

Jul 09, 2025
SELL
$20.36 - $23.98 $20,950 - $24,675
-1,029 Reduced 5.34%
18,223 $443 Million
Q1 2025

Apr 24, 2025
SELL
$22.52 - $24.48 $78,302 - $85,116
-3,477 Reduced 15.3%
19,252 $413 Million
Q4 2024

Jan 29, 2025
BUY
$23.07 - $70.32 $524,358 - $1.6 Million
22,729 New
22,729 $531 Million

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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