Appleton Partners Inc Schwab Fundamental Intl Small Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 01, 2024	BUY	$33.21 - $35.58 $285,606 - $305,988	8,600 New	8,600 $305,000

Others Institutions Holding FNDC

# of Institutions

250

Shares Held

58.4M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

48M
Shares

$1.71 Billion
0.31% of portfolio
Victory Capital Management Inc

1M
Shares

$35.6 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

617K
Shares

$21.9 Million
0.79% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

573K
Shares

$20.3 Million
0.92% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$16.2 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

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