Sterling Financial Planning, Inc. Schwab Fundamental Intl Small Transaction History
Sterling Financial Planning, Inc.
- $266 Million
- Q1 2025
A detailed history of Sterling Financial Planning, Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 64,819 shares of FNDC stock, worth $2.44 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
64,819
Previous 76,976
15.79%
Holding current value
$2.44 Million
Previous $2.63 Million
10.7%
% of portfolio
0.88%
Previous 1.0%
Shares
18 transactions
Others Institutions Holding FNDC
# of Institutions
270Shares Held
58.1MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.81 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$37.7 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$23.2 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$21.7 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$17.4 Million3.11% of portfolio