Personal Wealth Partners Schwab Fundamental Intl Large Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$31.76 - $33.8 $18,865 - $20,077	-594 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$32.42 - $34.94 $19,257 - $20,754	594 New	594 $20,000

Others Institutions Holding FNDF

# of Institutions

712

Shares Held

308M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

147M
Shares

$6.21 Billion
1.05% of portfolio
Wealth Enhancement Advisory Services, LLC

16.9M
Shares

$717 Million
1.22% of portfolio
Regions Financial Corp

9.71M
Shares

$411 Million
2.73% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$354 Million
7.68% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$294 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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