Cambridge Advisors Inc. Schwab Fundamental Intl Large Transaction History

Cambridge Advisors Inc.

$446 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 30, 2018	SELL	N/A	-7,176 Closed	0 $0
Q1 2018 Apr 18, 2018	BUY	N/A	222 Added 3.19%	7,176 $215,000
Q4 2017 Jan 26, 2018	BUY	N/A	207 Added 3.07%	6,954 $211,000
Q3 2017 Oct 27, 2017	BUY	N/A	6,747	6,747 $202,000

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

$4.58 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$553 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$359 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$277 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$210 Million
0.05% of portfolio

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