Financial Synergies Wealth Advisors, Inc. Schwab Fundamental Intl Large Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 197,898 shares of FNDF stock, worth $6.82 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

197,898

Previous 192,988 2.54%

Holding current value

$6.82 Million

Previous $7.21 Billion 8.87%

% of portfolio

0.82%

Previous 0.9%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$32.92 - $37.15 $161,637 - $182,406	4,910 Added 2.54%	197,898 $6.57 Billion
Q3 2024 Oct 07, 2024	BUY	$33.67 - $37.71 $59,360 - $66,482	1,763 Added 0.92%	192,988 $7.21 Billion
Q2 2024 Jul 23, 2024	SELL	$34.19 - $36.51 $205,140 - $219,060	-6,000 Reduced 3.04%	191,225 $6.7 Billion
Q1 2024 Apr 12, 2024	SELL	$32.59 - $35.65 $434,750 - $475,571	-13,340 Reduced 6.34%	197,225 $7.02 Billion
Q4 2023 Apr 04, 2024	BUY	$30.23 - $33.77 $315,661 - $352,626	10,442 Added 5.22%	210,565 $6.12 Billion
Q3 2023 Apr 04, 2024	SELL	$31.51 - $33.54 $146,616 - $156,061	-4,653 Reduced 2.27%	200,123 $6.34 Billion
Q2 2023 Apr 04, 2024	SELL	$30.91 - $33.09 $74,833 - $80,110	-2,421 Reduced 1.17%	204,776 $6.61 Billion
Q1 2023 Apr 04, 2024	SELL	$29.24 - $31.97 $98,480 - $107,674	-3,368 Reduced 1.6%	207,197 $6.48 Billion
Q4 2022 Apr 04, 2024	BUY	$25.2 - $30.35 $3.28 Million - $3.95 Million	130,038 Added 161.48%	210,565 $6.12 Billion
Q3 2022 Apr 04, 2024	BUY	$25.15 - $29.74 $571,860 - $676,228	22,738 Added 39.35%	80,527 $2.03 Billion
Q2 2022 Apr 04, 2024	BUY	$28.1 - $32.52 $1.62 Million - $1.88 Million	57,789 New	57,789 $1.64 Billion
Q1 2022 Apr 05, 2024	BUY	$29.7 - $34.12 $3,861 - $4,435	130 Added 0.79%	16,667 $537 Million
Q4 2021 Apr 05, 2024	BUY	$31.55 - $34.05 $173,367 - $187,104	5,495 Added 49.76%	16,537 $538 Million
Q3 2021 Apr 05, 2024	SELL	$31.76 - $33.8 $476 - $506	-15 Reduced 0.14%	11,042 $363 Million
Q2 2021 Apr 05, 2024	SELL	$32.42 - $34.94 $14,037 - $15,129	-433 Reduced 3.77%	11,057 $368 Million
Q1 2021 Apr 05, 2024	SELL	$29.41 - $32.7 $22,557 - $25,080	-767 Reduced 6.26%	11,490 $369 Million
Q4 2020 Apr 05, 2024	SELL	$23.78 - $29.52 $491,389 - $610,001	-20,664 Reduced 62.77%	12,257 $359 Million
Q3 2020 Apr 05, 2024	SELL	$23.74 - $25.78 $823,231 - $893,973	-34,677 Reduced 51.3%	32,921 $809 Million
Q2 2020 Apr 05, 2024	BUY	$19.97 - $25.75 $22,845 - $29,458	1,144 Added 1.72%	67,598 $1.6 Billion
Q1 2020 Apr 05, 2024	BUY	$18.2 - $29.21 $137,100 - $220,038	7,533 Added 12.78%	66,454 $1.4 Billion
Q4 2019 Apr 05, 2024	BUY	$26.73 - $29.12 $173,611 - $189,134	6,495 Added 12.39%	58,921 $1.7 Billion
Q3 2019 Apr 05, 2024	BUY	$27.2 - $27.92 $98,980 - $101,600	3,639 Added 7.46%	52,426 $1.45 Billion
Q2 2019 Apr 05, 2024	BUY	N/A	7,599 Added 18.45%	48,787 $1.36 Billion
Q1 2019 Apr 05, 2024	SELL	N/A	-169,377 Reduced 80.44%	41,188 $1.14 Billion

Others Institutions Holding FNDF

# of Institutions

594

Shares Held

290M

Call Options Held

Put Options Held

View Full List

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Financial Synergies Wealth Advisors, Inc. Schwab Fundamental Intl Large Transaction History