Congress Wealth Management LLC Schwab Fundamental Intl Large Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Congress Wealth Management LLC holds 498,693 shares of FNDF stock, worth $22.3 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

498,693

Previous 304,874 63.57%

Holding current value

$22.3 Million

Previous $11 Million 81.13%

% of portfolio

0.2%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$32.25 - $40.02 $6.25 Million - $7.76 Million	193,819 Added 63.57%	498,693 $20 Million
Q1 2025 May 14, 2025	BUY	$32.9 - $37.45 $10 Million - $11.4 Million	304,874 New	304,874 $11 Million
Q3 2023 Oct 30, 2023	BUY	$31.51 - $33.54 $3,151 - $3,354	100 Added 0.97%	10,418 $329,000
Q4 2022 Feb 02, 2023	BUY	$25.2 - $30.35 $34,725 - $41,822	1,378 Added 15.41%	10,318 $299,000
Q2 2022 Aug 11, 2022	SELL	$28.1 - $32.52 $9,104 - $10,536	-324 Reduced 3.5%	8,940 $253,000

Q1 2022 May 16, 2022	SELL	$29.7 - $34.12 $6,415 - $7,369	-216 Reduced 2.28%	9,264 $298,000
Q4 2021 Feb 04, 2022	BUY	$31.55 - $34.05 $299,094 - $322,794	9,480 New	9,480 $308,000

Others Institutions Holding FNDF

# of Institutions

762

Shares Held

310M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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Congress Wealth Management LLC Schwab Fundamental Intl Large Transaction History