Able Wealth Management LLC Schwab Fundamental Intl Large Transaction History

Able Wealth Management LLC

$169 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$30.23 - $33.77 $30,653 - $34,242	1,014 New	1,014 $34.2 Million

Others Institutions Holding FNDF

# of Institutions

657

Shares Held

299M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

148M
Shares

$5.51 Billion
0.93% of portfolio
Wealth Enhancement Advisory Services, LLC

16.2M
Shares

$601 Million
1.2% of portfolio
Regions Financial Corp

11.4M
Shares

$423 Million
3.1% of portfolio
Morgan Stanley New York, NY

6.25M
Shares

$233 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

6.12M
Shares

$228 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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