Surevest, LLC Schwab Fundamental Intl Large Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$18.2 - $29.21 $492,528 - $790,481	-27,062 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$26.73 - $29.12 $723,367 - $788,045	27,062 New	27,062 $783,000

Others Institutions Holding FNDF

# of Institutions

588

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.81 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$580 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$377 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$291 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$220 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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