Herold Advisors, Inc. Schwab Fundamental Intl Large Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$28.1 - $32.52 $4,439 - $5,138	-158 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$29.7 - $34.12 $4,692 - $5,390	158 New	158 $0

Others Institutions Holding FNDF

# of Institutions

589

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.79 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$578 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$375 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$290 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$220 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.