Iht Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Iht Wealth Management, LLC holds 33,062 shares of FNDF stock, worth $1.29 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

33,062

Previous 36,009 8.18%

Holding current value

$1.29 Million

Previous $1.2 Million 0.08%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$32.9 - $37.45 $96,956 - $110,365	-2,947 Reduced 8.18%	33,062 $1.19 Million
Q4 2024 Feb 14, 2025	SELL	$32.92 - $37.15 $1.08 Million - $1.21 Million	-32,687 Reduced 47.58%	36,009 $1.2 Million
Q3 2024 Nov 14, 2024	BUY	$33.67 - $37.71 $1.09 Million - $1.22 Million	32,242 Added 88.45%	68,696 $2.57 Million
Q2 2024 Aug 14, 2024	BUY	$34.19 - $36.51 $66,055 - $70,537	1,932 Added 5.6%	36,454 $1.28 Million
Q1 2024 May 15, 2024	BUY	$32.59 - $35.65 $65,994 - $72,191	2,025 Added 6.23%	34,522 $1.23 Million
Q4 2023 Feb 14, 2024	SELL	$30.23 - $33.77 $86,336 - $96,447	-2,856 Reduced 8.08%	32,497 $1.1 Million
Q3 2023 Nov 14, 2023	BUY	$31.51 - $33.54 $87,975 - $93,643	2,792 Added 8.57%	35,353 $1.12 Million
Q2 2023 Aug 14, 2023	BUY	$30.91 - $33.09 $67,600 - $72,367	2,187 Added 7.2%	32,561 $1.05 Million
Q1 2023 May 15, 2023	BUY	$29.24 - $31.97 $35,994 - $39,355	1,231 Added 4.22%	30,374 $949,000
Q4 2022 Feb 14, 2023	SELL	$25.2 - $30.35 $30,366 - $36,571	-1,205 Reduced 3.97%	29,143 $847,000
Q3 2022 Nov 22, 2022	BUY	$25.15 - $29.74 $763,252 - $902,549	30,348 New	30,348 $763,000

Others Institutions Holding FNDF

# of Institutions

660

Shares Held

296M

Call Options Held

Put Options Held

View Full List

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Schwab Fundamental Intl Large Transaction History