Sage View Advisory Group, LLC Schwab Fundamental Intl Small Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 10,133 shares of FNDC stock, worth $447,878. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,133
Previous 9,988
1.45%
Holding current value
$447,878
Previous $362 Million
18.83%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding FNDC
# of Institutions
287Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.1MShares$1.33 Billion0.23% of portfolio
-
Victory Capital Management Inc1MShares$44.3 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK590KShares$26.1 Million0.9% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO582KShares$25.7 Million1.1% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN476KShares$21 Million3.48% of portfolio