Evoke Wealth, LLC Schwab Fundamental Intl Small Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$37.92 - $40.84 $20,211 - $21,767	-533 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$34.77 - $38.23 $18,532 - $20,376	533 New	533 $20,000

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

$1.75 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35.6 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.6 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.8 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$16.2 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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