Focused Wealth Management, Inc Schwab Fundamental Intl Large Transaction History

Focused Wealth Management, Inc

$649 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 12, 2021	SELL	N/A	-58 Reduced 50.0%	58 $2,000
Q4 2020 Feb 03, 2021	BUY	N/A	59 Added 103.51%	116 $3,000
Q3 2020 Oct 19, 2020	BUY	N/A	57 New	57 $1,000

Others Institutions Holding FNDF

# of Institutions

536

Shares Held

279M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

134M
Shares

$4.7 Billion
6.56% of portfolio
Wealth Enhancement Advisory Services, LLC

15M
Shares

$525 Million
1.44% of portfolio
Regions Financial Corp

10.2M
Shares

$359 Million
2.77% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$293 Million
7.9% of portfolio
Wells Fargo & Company San Francisco, CA

6.49M
Shares

$227 Million
0.06% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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