Pathway Financial Advisors LLC Schwab Fundamental Intl Small Transaction History

Pathway Financial Advisors LLC

$379 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Jan 16, 2019	SELL	N/A	-1,796 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	238 Added 15.28%	1,796 $63,000
Q1 2018 May 04, 2018	BUY	N/A	1,558 New	1,558 $56,000

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

Ticker FNDC
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