Concord Wealth Partners Schwab Fundamental Intl Small Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Apr 30, 2024	BUY	$32.07 - $34.74 $1,539 - $1,667	48 New	48 $1,000
Q4 2022 Jan 27, 2023	BUY	$26.94 - $32.1 $1,293 - $1,540	48 New	48 $1,000
Q4 2021 Jan 21, 2022	BUY	$36.2 - $39.91 $1,701 - $1,875	47 New	47 $2,000

Others Institutions Holding FNDC

# of Institutions

227

Shares Held

66M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

55.9M
Shares

$2 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35.9 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

786K
Shares

$28.1 Million
0.03% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.8 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.9 Million
0.94% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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