Jfs Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$18.2 - $29.21 $2,311 - $3,709	-127 Closed	0 $0
Q3 2019 Oct 31, 2019	BUY	$27.2 - $27.92 $3,454 - $3,545	127 New	127 $4,000

Others Institutions Holding FNDF

# of Institutions

589

Shares Held

294M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.77 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$576 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$374 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$289 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$219 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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