Jnba Financial Advisors Schwab Fundamental Intl Small Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 01, 2020	SELL	$20.56 - $33.46 $3,618 - $5,888	-176 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$30.12 - $33.25 $2,710 - $2,992	90 Added 104.65%	176 $6,000
Q4 2018 Feb 07, 2019	BUY	N/A	86 New	86 $2,000

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.68 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$34.2 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$20.8 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.1 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$15.5 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

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