Gerber Kawasaki Wealth & Investment Management Schwab Fundamental Intl Large Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$31.55 - $34.05 $788 - $851	-25 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$31.76 - $33.8 $794 - $844	25 New	25 $0

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.54 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$549 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$356 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$275 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$208 Million
0.05% of portfolio

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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