Center For Financial Planning, Inc. Schwab Fundamental Intl Large Transaction History

Center For Financial Planning, Inc.

$932 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$32.9 - $37.45 $1,809 - $2,059	55 New	55 $1,000
Q1 2022 May 03, 2022	BUY	$29.7 - $34.12 $267 - $307	9 New	9 $0

Others Institutions Holding FNDF

# of Institutions

762

Shares Held

310M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

147M
Shares

$6.59 Billion
1.05% of portfolio
Wealth Enhancement Advisory Services, LLC

18.5M
Shares

$827 Million
1.26% of portfolio
Regions Financial Corp

9.11M
Shares

$408 Million
2.59% of portfolio
Bank Of America Corp Charlotte, NC

7.22M
Shares

$323 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$278 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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