First Personal Financial Services Schwab Fundamental Intl Large Transaction History

First Personal Financial Services

$441 Million
Q2 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

564

Shares Held

290M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

136M
Shares

$5.05 Billion
0.92% of portfolio
Wealth Enhancement Advisory Services, LLC

15.8M
Shares

$586 Million
1.38% of portfolio
Regions Financial Corp

10.4M
Shares

$383 Million
2.76% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$309 Million
7.81% of portfolio
Wells Fargo & Company San Francisco, CA

6.39M
Shares

$237 Million
0.06% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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