Burleson & Company, LLC Schwab Fundamental Intl Small Transaction History

Burleson & Company, LLC

$384 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$37.92 - $40.84 $568 - $612	-15 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$34.77 - $38.23 $521 - $573	15 New	15 $1,000

Others Institutions Holding FNDC

# of Institutions

243

Shares Held

59.3M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.72 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.3 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

573K
Shares

$20 Million
0.92% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$15.9 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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