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

Exencial Wealth Advisors, LLC

$2.75 Billion
Q2 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

272

Shares Held

40.7M

Call Options Held

3.5K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.1M
Shares

$1.31 Billion
0.23% of portfolio
Victory Capital Management Inc

1M
Shares

$43.6 Million
0.04% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

582K
Shares

$25.3 Million
1.1% of portfolio
Kelman Lazarov, Inc. Memphis, TN

476K
Shares

$20.7 Million
3.48% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

460K
Shares

$20 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

More about FNDC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.