Wealth Plan Partners, LLC Schwab Fundamental Intl Small Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$32.33 - $34.2 $4,493 - $4,753	139 Added 23.56%	729 $24.2 Million
Q1 2023 May 10, 2023	BUY	$31.23 - $34.09 $18,425 - $20,113	590 New	590 $19.5 Million

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.67 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$34.1 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$20.7 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$15.5 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

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