D. Scott Neal, Inc. Schwab Fundamental Intl Small Transaction History

D. Scott Neal, Inc.

$188 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$37.86 - $40.67 $245,749 - $263,988	-6,491 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$34.77 - $38.23 $225,692 - $248,150	6,491 New	6,491 $243,000

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

$1.68 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$34.3 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$20.8 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.1 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$15.6 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

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