Swisher Financial Concepts, Inc. Schwab Fundamental Intl Large Transaction History

Swisher Financial Concepts, Inc.

$81.2 Million
Q4 2024

A detailed history of Swisher Financial Concepts, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 143,870 shares of FNDF stock, worth $5.12 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares

143,870

Previous 252,882 43.11%

Holding current value

$5.12 Million

Previous $9.27 Million 48.46%

% of portfolio

5.88%

Previous 5.84%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$32.92 - $37.15 $3.59 Million - $4.05 Million	-109,012 Reduced 43.11%	143,870 $4.78 Million
Q3 2024 Nov 05, 2024	BUY	$33.67 - $37.71 $3.76 Million - $4.21 Million	111,547 Added 78.92%	252,882 $9.27 Million
Q2 2024 Jul 22, 2024	BUY	$34.19 - $36.51 $71,969 - $76,853	2,105 Added 1.51%	141,335 $4.98 Million
Q1 2024 Apr 23, 2024	BUY	$32.59 - $35.65 $185,274 - $202,670	5,685 Added 4.26%	139,230 $4.92 Million
Q4 2023 Feb 13, 2024	BUY	$30.23 - $33.77 $4.04 Million - $4.51 Million	133,545 New	133,545 $4.5 Million

Others Institutions Holding FNDF

# of Institutions

633

Shares Held

307M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

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Swisher Financial Concepts, Inc. Schwab Fundamental Intl Large Transaction History