Bartlett & Co. Wealth Management LLC Schwab Fundamental Intl Small Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 635 shares of FNDC stock, worth $26,784. This represents 0.0% of its overall portfolio holdings.

Number of Shares
635
Previous 7,014 90.95%
Holding current value
$26,784
Previous $254 Million 89.48%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$32.97 - $42.05 $210,315 - $268,236
-6,379 Reduced 90.95%
635 $26.7 Million
Q1 2025

Apr 24, 2025
BUY
$33.34 - $37.44 $212,675 - $238,829
6,379 Added 1004.57%
7,014 $254 Million
Q4 2023

Feb 14, 2024
SELL
$30.23 - $34.87 $5,320 - $6,137
-176 Reduced 21.7%
635 $22.1 Million
Q4 2022

Feb 14, 2024
BUY
$26.94 - $32.1 $17,403 - $20,736
646 Added 391.52%
811 $25.4 Million
Q3 2022

Feb 14, 2024
BUY
$27.09 - $32.72 $4,469 - $5,398
165 New
165 $4.49 Million
Q3 2018

Feb 13, 2024
SELL
N/A
-201 Closed
0 $0
Q2 2018

Feb 13, 2024
BUY
N/A
201 New
201 $7.01 Million

Others Institutions Holding FNDC

# of Institutions
266
Shares Held
57.3M
Call Options Held
3.5K
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
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