Wade Financial Advisory, Inc Schwab Fundamental Intl Large Transaction History

Wade Financial Advisory, Inc

$292 Million
Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 34,900 shares of FNDF stock, worth $1.36 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

34,900

Previous 34,846 0.15%

Holding current value

$1.36 Million

Previous $1.16 Million 8.99%

% of portfolio

0.43%

Previous 0.39%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$32.9 - $37.45 $1,776 - $2,022	54 Added 0.15%	34,900 $1.26 Million
Q4 2024 Jan 22, 2025	BUY	$32.92 - $37.15 $7,802 - $8,804	237 Added 0.68%	34,846 $1.16 Million
Q3 2024 Oct 28, 2024	SELL	$33.67 - $37.71 $9,259 - $10,370	-275 Reduced 0.79%	34,609 $1.29 Million
Q2 2024 Jul 25, 2024	SELL	$34.19 - $36.51 $56,584 - $60,424	-1,655 Reduced 4.53%	34,884 $1.22 Million
Q1 2024 May 13, 2024	SELL	$32.59 - $35.65 $406,495 - $444,662	-12,473 Reduced 25.45%	36,539 $1.3 Million
Q4 2023 Feb 09, 2024	SELL	$30.23 - $33.77 $223,550 - $249,729	-7,395 Reduced 13.11%	49,012 $1.65 Million
Q3 2023 Oct 10, 2023	BUY	$31.51 - $33.54 $15,471 - $16,468	491 Added 0.88%	56,407 $1.79 Million
Q2 2023 Aug 09, 2023	SELL	$30.91 - $33.09 $714,422 - $764,809	-23,113 Reduced 29.25%	55,916 $1.81 Million
Q1 2023 Apr 07, 2023	BUY	$29.24 - $31.97 $141,287 - $154,479	4,832 Added 6.51%	79,029 $2.47 Million
Q4 2022 Jan 12, 2023	SELL	$25.2 - $30.35 $97,347 - $117,242	-3,863 Reduced 4.95%	74,197 $0
Q3 2022 Oct 26, 2022	SELL	$25.15 - $29.74 $1.01 Million - $1.19 Million	-40,088 Reduced 33.93%	78,060 $1.96 Million
Q2 2022 Aug 05, 2022	BUY	$28.1 - $32.52 $2.14 Million - $2.47 Million	76,086 Added 180.89%	118,148 $3.35 Million
Q1 2022 Apr 21, 2022	BUY	$29.7 - $34.12 $374,606 - $430,355	12,613 Added 42.83%	42,062 $1.36 Million
Q3 2021 Nov 02, 2021	SELL	$31.76 - $33.8 $19,056 - $20,280	-600 Reduced 2.0%	29,449 $967,000
Q2 2020 Jul 16, 2020	SELL	$19.97 - $25.75 $1,737 - $2,240	-87 Reduced 0.29%	30,049 $713,000
Q1 2020 Apr 27, 2020	SELL	$18.2 - $29.21 $183,274 - $294,144	-10,070 Reduced 25.05%	30,136 $634,000
Q4 2019 Feb 11, 2020	BUY	$26.73 - $29.12 $1.07 Million - $1.17 Million	40,206 New	40,206 $1.16 Million

Others Institutions Holding FNDF

# of Institutions

661

Shares Held

296M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

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Wade Financial Advisory, Inc Schwab Fundamental Intl Large Transaction History