Legacy Private Trust Co. Schwab Fundamental Intl Large Transaction History

Legacy Private Trust Co.

$1.46 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 07, 2022	SELL	$28.1 - $32.52 $282,180 - $326,565	-10,042 Closed	0 $0
Q2 2021 Jul 09, 2021	BUY	$32.42 - $34.94 $325,561 - $350,867	10,042 New	10,042 $334,000

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

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