Lauterbach Financial Advisors, LLC Schwab Fundamental Intl Small Transaction History

Lauterbach Financial Advisors, LLC

$157 Million
Q3 2024

A detailed history of Lauterbach Financial Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 8,631 shares of FNDC stock, worth $306,227. This represents 0.21% of its overall portfolio holdings.

Number of Shares

8,631

Previous 8,784 1.74%

Holding current value

$306,227

Previous $305,000 7.87%

% of portfolio

0.21%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$33.85 - $38.5 $5,179 - $5,890	-153 Reduced 1.74%	8,631 $329,000
Q2 2024 Aug 12, 2024	SELL	$33.97 - $36.16 $2,785 - $2,965	-82 Reduced 0.92%	8,784 $305,000
Q4 2023 Jan 18, 2024	SELL	$30.23 - $34.87 $11,789 - $13,599	-390 Reduced 4.21%	8,866 $309,000
Q2 2023 Aug 02, 2023	SELL	$32.33 - $34.2 $8,696 - $9,199	-269 Reduced 2.82%	9,256 $307,000
Q4 2022 Jan 26, 2023	BUY	$26.94 - $32.1 $7,273 - $8,667	270 Added 2.92%	9,525 $0
Q2 2022 Jul 29, 2022	BUY	$30.1 - $35.8 $26,638 - $31,682	885 Added 10.57%	9,255 $281,000
Q1 2022 May 11, 2022	SELL	$33.24 - $38.0 $6,149 - $7,030	-185 Reduced 2.16%	8,370 $296,000
Q4 2021 Feb 08, 2022	BUY	$36.2 - $39.91 $309,691 - $341,430	8,555 New	8,555 $320,000

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL SMALL

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Lauterbach Financial Advisors, LLC Schwab Fundamental Intl Small Transaction History