Modern Wealth Management, LLC Schwab Fundamental Intl Small Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Modern Wealth Management, LLC holds 80,670 shares of FNDC stock, worth $3.57 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

80,670

Previous 88,056 8.39%

Holding current value

$3.57 Million

Previous $3.19 Million 6.43%

% of portfolio

0.09%

Previous 0.1%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$32.97 - $42.05 $243,516 - $310,581	-7,386 Reduced 8.39%	80,670 $3.39 Million
Q1 2025 May 30, 2025	BUY	$33.34 - $37.44 $14,802 - $16,623	444 Added 0.51%	88,056 $3.19 Million
Q1 2025 May 15, 2025	BUY	$33.34 - $37.44 $2.92 Million - $3.28 Million	87,612 New	87,612 $3.17 Billion

Others Institutions Holding FNDC

# of Institutions

292

Shares Held

41.3M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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Modern Wealth Management, LLC Schwab Fundamental Intl Small Transaction History