Hamel Associates, Inc. Schwab Fundamental Intl Large Transaction History

Hamel Associates, Inc.

$312 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	N/A	-25,350 Closed	0 $0
Q3 2021 Nov 08, 2021	SELL	N/A	-575 Reduced 2.22%	25,350 $832,000
Q2 2021 Aug 04, 2021	BUY	N/A	25,925 New	25,925 $863,000

Others Institutions Holding FNDF

# of Institutions

534

Shares Held

280M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

134M
Shares

$4.88 Billion
6.56% of portfolio
Wealth Enhancement Advisory Services, LLC

15M
Shares

$546 Million
1.44% of portfolio
Regions Financial Corp

10.2M
Shares

$373 Million
2.77% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$304 Million
7.9% of portfolio
Wells Fargo & Company San Francisco, CA

6.49M
Shares

$236 Million
0.06% of portfolio

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