Power Wealth Management LLC Schwab Fundamental Intl Small Transaction History

Power Wealth Management LLC

$234 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$33.97 - $36.16 $265,747 - $282,879	7,823 New	7,823 $272 Million

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

$1.67 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$34.1 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$20.7 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$15.5 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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