Sage View Advisory Group, LLC Schwab Fundamental Intl Large Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$34.19 - $36.51 $39.5 Million - $42.2 Million	-1,155,814 Reduced 85.31%	199,084 $6.97 Billion
Q1 2024 May 08, 2024	BUY	$32.59 - $35.65 $36.6 Million - $40.1 Million	1,124,143 Added 487.16%	1,354,898 $48.5 Billion
Q4 2023 Feb 09, 2024	BUY	$30.23 - $33.77 $6.6 Million - $7.37 Million	218,377 Added 1764.23%	230,755 $7.72 Billion
Q3 2023 Nov 02, 2023	SELL	$31.51 - $33.54 $233,079 - $248,095	-7,397 Reduced 37.41%	12,378 $392 Million
Q2 2023 Aug 11, 2023	SELL	$30.91 - $33.09 $135,725 - $145,298	-4,391 Reduced 18.17%	19,775 $639 Million
Q1 2023 May 01, 2023	SELL	$29.24 - $31.97 $260,411 - $284,724	-8,906 Reduced 26.93%	24,166 $756 Million
Q4 2022 Feb 14, 2023	BUY	$25.2 - $30.35 $833,414 - $1 Million	33,072 New	33,072 $961 Million

Others Institutions Holding FNDF

# of Institutions

589

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.79 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$578 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$375 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$290 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$220 Million
0.05% of portfolio

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