Certified Advisory Corp Schwab Fundamental Intl Small Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$20.56 - $33.46 $20 - $33	-1 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$30.12 - $33.25 $30 - $33	1 New	1 $0

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.7 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$34.7 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.1 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.3 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$15.8 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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