Sutton Wealth Advisors Inc. Schwab Fundamental Intl Small Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 07, 2023	SELL	$37.86 - $40.67 $0 - $0	0 Closed	0 $0
Q2 2021 Nov 07, 2023	BUY	$37.92 - $40.84 $0 - $0	0 New	0 $0

Others Institutions Holding FNDC

# of Institutions

287

Shares Held

41.8M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

29M
Shares

$1.28 Billion
0.22% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

1.61M
Shares

$70.7 Million
6.82% of portfolio
Victory Capital Management Inc

1M
Shares

$44.1 Million
0.03% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

581K
Shares

$25.6 Million
1.1% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

579K
Shares

$25.5 Million
0.87% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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