Sage View Advisory Group, LLC Schwab Fundamental Intl Small Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 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 9,988 shares of FNDC stock, worth $399,719. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,988

Previous 10,102 1.13%

Holding current value

$399,719

Previous $345 Million 4.84%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$33.34 - $37.44 $3,800 - $4,268	-114 Reduced 1.13%	9,988 $362 Million
Q4 2024 Feb 13, 2025	BUY	$33.92 - $38.03 $1,390 - $1,559	41 Added 0.41%	10,102 $345 Million
Q3 2024 Nov 14, 2024	BUY	$33.85 - $38.5 $2,267 - $2,579	67 Added 0.67%	10,061 $384 Million
Q2 2024 Aug 14, 2024	BUY	$33.97 - $36.16 $339,496 - $361,383	9,994 New	9,994 $347 Million
Q4 2023 Feb 09, 2024	BUY	$30.23 - $34.87 $6,166 - $7,113	204 Added 2.08%	9,994 $340 Million
Q2 2023 Aug 11, 2023	SELL	$32.33 - $34.2 $25,314 - $26,778	-783 Reduced 7.41%	9,790 $325 Million
Q1 2023 May 01, 2023	SELL	$31.23 - $34.09 $8,213 - $8,965	-263 Reduced 2.43%	10,573 $350 Million
Q4 2022 Feb 14, 2023	BUY	$26.94 - $32.1 $291,921 - $347,835	10,836 New	10,836 $339 Million

Others Institutions Holding FNDC

# of Institutions

266

Shares Held

57.3M

Call Options Held

3.5K

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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Sage View Advisory Group, LLC Schwab Fundamental Intl Small Transaction History