Sound Stewardship, LLC FNDB Holdings History
Sound Stewardship, LLC's Schwab Fundamental U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Sound Stewardship, LLC held 616,513.00 shares of Schwab Fundamental U.S. Broad Market ETF(FNDB), totaling $14.78 Mil. This investment constitutes 7.63% of their stock portfolio, and Sound Stewardship, LLC now holds 1.6% of the outstanding Schwab Fundamental U.S. Broad Market ETF(FNDB) stock.
The initial trade took place in 2022Q4. And since then Sound Stewardship, LLC has made 7 purchases of FNDB, at an average price of $31.82, for a total of 640,098.00 shares. In addition, there have been 3 sales at an average price of $25.36 for 23,585.00 shares. Based on historical transaction data and FNDB's current price of $24.61, Sound Stewardship, LLC's estimated gain on his FNDB holdings is $-4.60 Mil, reflecting a -22.58% gain to date.
Sound Stewardship, LLC FNDB ($24.61) Holding Chart
Sound Stewardship, 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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