Beacon Financial Planning, Inc Schwab Fundamental Intl Large Transaction History

Beacon Financial Planning, Inc

$174 Billion
Q1 2025

A detailed history of Beacon Financial Planning, Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 320,946 shares of FNDF stock, worth $12.5 Million. This represents 6.67% of its overall portfolio holdings.

Number of Shares

320,946

Previous 328,896 2.42%

Holding current value

$12.5 Million

Previous $10.9 Billion 6.19%

% of portfolio

6.67%

Previous 6.36%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$32.9 - $37.45 $261,555 - $297,727	-7,950 Reduced 2.42%	320,946 $11.6 Billion
Q4 2024 Jan 27, 2025	SELL	$32.92 - $37.15 $693,591 - $782,713	-21,069 Reduced 6.02%	328,896 $10.9 Billion
Q3 2024 Oct 24, 2024	SELL	$33.67 - $37.71 $367,844 - $411,981	-10,925 Reduced 3.03%	349,965 $13.1 Billion
Q2 2024 Jul 18, 2024	SELL	$34.19 - $36.51 $140,110 - $149,617	-4,098 Reduced 1.12%	360,890 $12.6 Billion
Q1 2024 Apr 22, 2024	BUY	$32.59 - $35.65 $257,069 - $281,207	7,888 Added 2.21%	364,988 $13 Billion
Q4 2023 Jan 29, 2024	BUY	$30.23 - $33.77 $94,619 - $105,700	3,130 Added 0.88%	357,100 $12 Billion
Q3 2023 Oct 24, 2023	BUY	$31.51 - $33.54 $136,312 - $145,094	4,326 Added 1.24%	353,970 $11.2 Billion
Q2 2023 Jul 19, 2023	BUY	$30.91 - $33.09 $235,565 - $252,178	7,621 Added 2.23%	349,644 $11.3 Billion
Q1 2023 May 04, 2023	BUY	$29.24 - $31.97 $469,535 - $513,374	16,058 Added 4.93%	342,023 $10.7 Billion
Q4 2022 Feb 15, 2023	BUY	$25.2 - $30.35 $8.21 Million - $9.89 Million	325,965 New	325,965 $9.48 Billion

Others Institutions Holding FNDF

# of Institutions

661

Shares Held

296M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

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Beacon Financial Planning, Inc Schwab Fundamental Intl Large Transaction History