Sage Mountain Advisors LLC Schwab Fundamental Intl Large Transaction History

Sage Mountain Advisors LLC

$1.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$30.91 - $33.09 $1,947 - $2,084	63 New	63 $2,000
Q4 2021 Feb 02, 2022	BUY	$31.55 - $34.05 $6,720 - $7,252	213 New	213 $7,000

Others Institutions Holding FNDF

# of Institutions

660

Shares Held

296M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$5.76 Billion
1.03% of portfolio
Wealth Enhancement Advisory Services, LLC

16.2M
Shares

$625 Million
1.2% of portfolio
Regions Financial Corp

11.4M
Shares

$439 Million
3.1% of portfolio
Bank Of America Corp Charlotte, NC

6.48M
Shares

$250 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

6M
Shares

$232 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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