Asset Planning Corporation Schwab Fundamental Intl Small Transaction History

Asset Planning Corporation

$152 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$34.77 - $38.23 $39,046 - $42,932	-1,123 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$29.1 - $34.92 $32,679 - $39,215	1,123 New	1,123 $39,000

Others Institutions Holding FNDC

# of Institutions

239

Shares Held

59.4M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.73 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35.2 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.4 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.6 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$16 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

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