Dogwood Wealth Management LLC Schwab Fundamental Intl Large Transaction History

Dogwood Wealth Management LLC

$189 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 04, 2025	SELL	$32.92 - $37.15 $13,958 - $15,751	-424 Closed	0 $0
Q2 2024 Mar 04, 2025	BUY	$34.19 - $36.51 $14,496 - $15,480	424 New	424 $14.9 Million

Others Institutions Holding FNDF

# of Institutions

638

Shares Held

307M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

148M
Shares

$5.36 Billion
0.93% of portfolio
Wealth Enhancement Advisory Services, LLC

16.8M
Shares

$607 Million
1.21% of portfolio
Regions Financial Corp

11.2M
Shares

$406 Million
2.75% of portfolio
Auto Owners Insurance CO Lansing, MI

9.29M
Shares

$337 Million
7.17% of portfolio
Morgan Stanley New York, NY

6.25M
Shares

$226 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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