Pds Planning, Inc Schwab Fundamental Intl Large Transaction History

Pds Planning, Inc

$1.17 Billion
Q1 2025

A detailed history of Pds Planning, Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Pds Planning, Inc holds 18,411 shares of FNDF stock, worth $718,213. This represents 0.06% of its overall portfolio holdings.

Number of Shares

18,411

Previous 8,046 128.82%

Holding current value

$718,213

Previous $267,000 149.06%

% of portfolio

0.06%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$32.9 - $37.45 $341,008 - $388,169	10,365 Added 128.82%	18,411 $665,000
Q4 2024 Feb 10, 2025	SELL	$32.92 - $37.15 $4,180 - $4,718	-127 Reduced 1.55%	8,046 $267,000
Q3 2024 Oct 29, 2024	BUY	$33.67 - $37.71 $9,124 - $10,219	271 Added 3.43%	8,173 $305,000
Q1 2024 May 01, 2024	SELL	$32.59 - $35.65 $49,308 - $53,938	-1,513 Reduced 16.07%	7,902 $281,000
Q4 2023 Feb 01, 2024	BUY	$30.23 - $33.77 $284,615 - $317,944	9,415 New	9,415 $317,000
Q2 2023 Jul 20, 2023	BUY	$30.91 - $33.09 $193,743 - $207,408	6,268 New	6,268 $202,000
Q1 2021 Apr 20, 2021	SELL	$29.41 - $32.7 $254,925 - $283,443	-8,668 Closed	0 $0
Q4 2020 Jan 21, 2021	BUY	$23.78 - $29.52 $206,125 - $255,879	8,668 New	8,668 $254,000
Q1 2020 Apr 20, 2020	SELL	$18.2 - $29.21 $287,887 - $462,043	-15,818 Closed	0 $0
Q1 2019 Apr 19, 2019	SELL	N/A	-14,409 Reduced 47.67%	15,818 $436,000
Q4 2018 Feb 08, 2019	BUY	N/A	4,479 Added 17.4%	30,227 $762,000
Q3 2018 Nov 02, 2018	BUY	N/A	25,748 New	25,748 $771,000

Others Institutions Holding FNDF

# of Institutions

661

Shares Held

296M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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