Mc Kinley Carter Wealth Services, Inc. Schwab Fundamental Intl Large Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.72 Billion
Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 584,198 shares of FNDF stock, worth $23.7 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

584,198

Previous 611,538 4.47%

Holding current value

$23.7 Million

Previous $22.3 Million 4.89%

% of portfolio

1.36%

Previous 1.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$32.25 - $40.02 $881,715 - $1.09 Million	-27,340 Reduced 4.47%	584,198 $23.4 Million
Q1 2025 Apr 15, 2025	SELL	$32.9 - $37.45 $11.3 Million - $12.9 Million	-344,724 Reduced 36.05%	611,538 $22.3 Million
Q4 2024 Jan 22, 2025	BUY	$32.92 - $37.15 $1.08 Million - $1.22 Million	32,861 Added 3.56%	956,262 $31.8 Million
Q3 2024 Oct 15, 2024	BUY	$33.67 - $37.71 $5.28 Million - $5.91 Million	156,801 Added 20.45%	923,401 $34.5 Million
Q2 2024 Aug 09, 2024	BUY	$34.19 - $36.51 $26.2 Million - $28 Million	766,600 New	766,600 $26.9 Million

Others Institutions Holding FNDF

# of Institutions

672

Shares Held

298M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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Mc Kinley Carter Wealth Services, Inc. Schwab Fundamental Intl Large Transaction History