Exencial Wealth Advisors, LLC Schwab Fundamental Intl Small Call Options Transaction History

Exencial Wealth Advisors, LLC

$2.63 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDC

# of Institutions

266

Shares Held

57.3M

Call Options Held

3.5K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

46.8M
Shares

$1.88 Billion
0.32% of portfolio
Victory Capital Management Inc

1M
Shares

$40.3 Million
0.04% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

577K
Shares

$23.2 Million
1.02% of portfolio
Kelman Lazarov, Inc. Memphis, TN

473K
Shares

$19 Million
3.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

460K
Shares

$18.5 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

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