Gps Wealth Strategies Group, LLC Schwab Fundamental Intl Small Transaction History

Gps Wealth Strategies Group, LLC

$705 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$31.23 - $34.09 $281 - $306	9 New	9 $0
Q1 2021 Apr 15, 2021	BUY	$34.77 - $38.23 $312 - $344	9 New	9 $0

Others Institutions Holding FNDC

# of Institutions

266

Shares Held

57.5M

Call Options Held

3.5K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

46.8M
Shares

$1.86 Billion
0.32% of portfolio
Victory Capital Management Inc

1M
Shares

$39.9 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

607K
Shares

$24.2 Million
0.84% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

577K
Shares

$23 Million
1.02% of portfolio
Kelman Lazarov, Inc. Memphis, TN

473K
Shares

$18.8 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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