Rather & Kittrell, Inc. Schwab Fundamental Intl Large Transaction History

Rather & Kittrell, Inc.

$321 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	N/A	-6,441 Closed	0 $0
Q1 2022 May 10, 2022	SELL	N/A	-1,481 Reduced 18.69%	6,441 $207,000
Q4 2021 Feb 18, 2022	BUY	N/A	7,922 New	7,922 $252,000

Others Institutions Holding FNDF

# of Institutions

535

Shares Held

279M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

134M
Shares

$4.81 Billion
6.56% of portfolio
Wealth Enhancement Advisory Services, LLC

15M
Shares

$538 Million
1.44% of portfolio
Regions Financial Corp

10.2M
Shares

$367 Million
2.77% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$299 Million
7.9% of portfolio
Wells Fargo & Company San Francisco, CA

6.49M
Shares

$233 Million
0.06% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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