Clear Point Advisors Inc. Schwab Fundamental Intl Large Transaction History

Clear Point Advisors Inc.

$111 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 15, 2024	BUY	$30.23 - $33.77 $302 - $337	10 New	10 $337,000

Others Institutions Holding FNDF

# of Institutions

662

Shares Held

296M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$5.55 Billion
1.03% of portfolio
Wealth Enhancement Advisory Services, LLC

16.2M
Shares

$601 Million
1.2% of portfolio
Regions Financial Corp

11.4M
Shares

$423 Million
3.1% of portfolio
Bank Of America Corp Charlotte, NC

6.48M
Shares

$241 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

6M
Shares

$223 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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