Avantax Advisory Services, Inc. Schwab Fundamental Intl Large Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 64,225 shares of FNDF stock, worth $2.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

64,225

Previous 61,146 5.04%

Holding current value

$2.8 Million

Previous $2.21 Million 16.34%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$32.25 - $40.02 $99,297 - $123,221	3,079 Added 5.04%	64,225 $2.57 Million
Q1 2025 May 06, 2025	BUY	$32.9 - $37.45 $57,607 - $65,574	1,751 Added 2.95%	61,146 $2.21 Million
Q4 2024 Feb 07, 2025	SELL	$32.92 - $37.15 $1,646 - $1,857	-50 Reduced 0.08%	59,395 $1.97 Million
Q3 2024 Nov 13, 2024	BUY	$33.67 - $37.71 $189,057 - $211,741	5,615 Added 10.43%	59,445 $2.22 Million
Q2 2024 Aug 09, 2024	SELL	$34.19 - $36.51 $114,057 - $121,797	-3,336 Reduced 5.84%	53,830 $1.89 Million
Q1 2024 May 08, 2024	BUY	$32.59 - $35.65 $367,712 - $402,238	11,283 Added 24.59%	57,166 $2.04 Million
Q4 2023 Feb 07, 2024	SELL	$30.23 - $33.77 $1.74 Million - $1.94 Million	-57,485 Reduced 55.61%	45,883 $1.55 Million
Q3 2023 Nov 07, 2023	BUY	$31.51 - $33.54 $350,580 - $373,166	11,126 Added 12.06%	103,368 $3.27 Million
Q2 2023 Aug 11, 2023	SELL	$30.91 - $33.09 $174,239 - $186,528	-5,637 Reduced 5.76%	92,242 $2.98 Million
Q1 2023 Apr 28, 2023	SELL	$29.24 - $31.97 $3,040 - $3,324	-104 Reduced 0.11%	97,879 $3.06 Million
Q4 2022 Feb 13, 2023	BUY	$25.2 - $30.35 $1.38 Million - $1.67 Million	54,909 Added 127.48%	97,983 $2.85 Million
Q3 2022 Nov 01, 2022	BUY	$25.15 - $29.74 $482,125 - $570,115	19,170 Added 80.2%	43,074 $1.08 Million
Q2 2022 Aug 02, 2022	BUY	$28.1 - $32.52 $277,066 - $320,647	9,860 Added 70.21%	23,904 $677,000
Q1 2022 Apr 27, 2022	BUY	$29.7 - $34.12 $417,106 - $479,181	14,044 New	14,044 $454,000
Q3 2021 Oct 21, 2021	SELL	$31.76 - $33.8 $326,206 - $347,159	-10,271 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$32.42 - $34.94 $20,781 - $22,396	641 Added 6.66%	10,271 $343,000
Q1 2021 May 13, 2021	BUY	$29.41 - $32.7 $283,218 - $314,901	9,630 New	9,630 $308,000
Q4 2020 Jan 22, 2021	SELL	$23.78 - $29.52 $1.53 Million - $1.89 Million	-64,148 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$23.74 - $25.78 $1.52 Million - $1.65 Million	64,148 New	64,148 $1.58 Million

Others Institutions Holding FNDF

# of Institutions

712

Shares Held

308M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

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Avantax Advisory Services, Inc. Schwab Fundamental Intl Large Transaction History