First Personal Financial Services Schwab Fundamental Intl Large Transaction History

First Personal Financial Services

$472 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$32.59 - $35.65 $13,068 - $14,295	401 New	401 $14,000
Q3 2022 Oct 27, 2022	BUY	$25.15 - $29.74 $3,596 - $4,252	143 New	143 $4,000

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.6 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$555 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$360 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$279 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$211 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.