West Coast Financial LLC Schwab Fundamental Intl Large Transaction History

West Coast Financial LLC

$824 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 29, 2019	SELL	N/A	-7,044 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	7,044 New	7,044 $211,000
Q4 2017 Jan 19, 2018	SELL	N/A	-7,243 Closed	0 $0
Q3 2017 Nov 02, 2017	BUY	N/A	7,243	7,243 $216,000

Others Institutions Holding FNDF

# of Institutions

535

Shares Held

279M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

134M
Shares

$4.81 Billion
6.56% of portfolio
Wealth Enhancement Advisory Services, LLC

15M
Shares

$538 Million
1.44% of portfolio
Regions Financial Corp

10.2M
Shares

$367 Million
2.77% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$299 Million
7.9% of portfolio
Wells Fargo & Company San Francisco, CA

6.49M
Shares

$233 Million
0.06% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Coast Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Coast Financial LLC with notifications on news.