Concentric Wealth Management, LLC Schwab Fundamental Intl Large Call Options Transaction History

Concentric Wealth Management, LLC

$473 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.58 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$553 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$359 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$277 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$210 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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