Callan Capital, LLC FNDB Holdings History
Callan Capital, LLC's Schwab Fundamental U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Callan Capital, LLC held 1.34 Mil shares of Schwab Fundamental U.S. Broad Market ETF(FNDB), totaling $30.77 Mil. This investment constitutes 2.28% of their stock portfolio, and Callan Capital, LLC now holds 3.46% of the outstanding Schwab Fundamental U.S. Broad Market ETF(FNDB) stock.
The initial trade took place in 2021Q2. And since then Callan Capital, LLC has made 6 purchases of FNDB, at an average price of $46.22, for a total of 1.39 Mil shares. In addition, there have been 10 sales at an average price of $35.56 for 55,393.00 shares. Based on historical transaction data and FNDB's current price of $24.61, Callan Capital, LLC's estimated gain on his FNDB holdings is $-29.48 Mil, reflecting a -45.81% gain to date.
Callan Capital, LLC FNDB ($24.61) Holding Chart
Callan Capital, LLC FNDB ($24.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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