Summit Financial Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 01, 2019	SELL	N/A	-8,104 Closed	0 $0
Q3 2018 Oct 22, 2018	BUY	N/A	1,096 Added 15.64%	8,104 $229,000
Q1 2018 Apr 09, 2018	BUY	N/A	7,008 New	7,008 $210,000

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.6 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$555 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$360 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$278 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$211 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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