Comprehensive Financial Consultants Institutional, Inc. Schwab Fundamental Intl Large Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$254 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$29.7 - $34.12 $3,653 - $4,196	-123 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$31.55 - $34.05 $3,880 - $4,188	123 New	123 $4,000

Others Institutions Holding FNDF

# of Institutions

633

Shares Held

307M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

148M
Shares

$5.26 Billion
0.93% of portfolio
Wealth Enhancement Advisory Services, LLC

16.8M
Shares

$596 Million
1.21% of portfolio
Regions Financial Corp

11.2M
Shares

$398 Million
2.75% of portfolio
Auto Owners Insurance CO Lansing, MI

9.29M
Shares

$330 Million
7.17% of portfolio
Morgan Stanley New York, NY

6.25M
Shares

$222 Million
0.01% of portfolio

View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Account