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 1.42 Mil shares of Schwab Fundamental U.S. Broad Market ETF(FNDB), totaling $34.12 Mil. This investment constitutes 6.76% of their stock portfolio, and FINANCIAL CONSULATE, INC now holds 3.68% 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 3 sales at an average price of $22.84 for 238,050.00 shares. Based on historical transaction data and FNDB's current price of $24.22, FINANCIAL CONSULATE, INC's estimated gain on his FNDB holdings is $-16.41 Mil, reflecting a -29.14% gain to date.
FINANCIAL CONSULATE, INC FNDB ($24.22) Holding Chart
FINANCIAL CONSULATE, INC FNDB ($24.22) 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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