Lowe Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 20, 2023	SELL	$32.07 - $34.74 $3,239 - $3,508	-101 Reduced 74.26%	35 $1,000
Q1 2022 Apr 08, 2022	BUY	$33.24 - $38.0 $4,520 - $5,168	136 New	136 $5,000

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

$1.75 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35.6 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.6 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.8 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$16.2 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

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