FINANCIAL CONSULATE, INC FNDB Holdings History
FINANCIAL CONSULATE, INC's Schwab Fundamental U.S. Broad Market ETF Holding Summary
As of 2025-03-31, FINANCIAL CONSULATE, INC held 1.64 Mil shares of Schwab Fundamental U.S. Broad Market ETF(FNDB), totaling $37.67 Mil. This investment constitutes 9.53% of their stock portfolio, and FINANCIAL CONSULATE, INC now holds 4.26% of the outstanding Schwab Fundamental U.S. Broad Market ETF(FNDB) stock.
The initial trade took place in 2023Q4. And since then FINANCIAL CONSULATE, INC has made 4 purchases of FNDB, at an average price of $33.90, for a total of 1.66 Mil shares. In addition, there have been 2 sales at an average price of $23.80 for 23,863.00 shares. Based on historical transaction data and FNDB's current price of $24.26, FINANCIAL CONSULATE, INC's estimated gain on his FNDB holdings is $-16.02 Mil, reflecting a -28.46% gain to date.
FINANCIAL CONSULATE, INC FNDB ($24.26) Holding Chart
FINANCIAL CONSULATE, INC FNDB ($24.26) 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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