Pin Oak Investment Advisors Inc Schwab Fundamental Intl Small Transaction History

Pin Oak Investment Advisors Inc

$131 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$33.24 - $38.0 $731 - $836	-22 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$27.57 - $30.61 $606 - $673	22 New	22 $1,000

Others Institutions Holding FNDC

# of Institutions

269

Shares Held

57.3M

Call Options Held

3.5K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

46.8M
Shares

$2.03 Billion
0.32% of portfolio
Victory Capital Management Inc

1M
Shares

$43.6 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

590K
Shares

$25.7 Million
0.9% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

582K
Shares

$25.3 Million
1.1% of portfolio
Kelman Lazarov, Inc. Memphis, TN

476K
Shares

$20.7 Million
3.48% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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