Blue Bell Private Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Blue Bell Private Wealth Management, LLC

$499 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	N/A	-336 Closed	0 $0
Q1 2019 Apr 23, 2019	SELL	N/A	-336 Reduced 50.0%	336 $9,000
Q3 2018 Oct 25, 2018	BUY	N/A	672 New	672 $20,000

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.54 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$549 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$356 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$275 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$208 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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