Ep Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 56,750 shares of FNDF stock, worth $2.54 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
56,750
Previous 39,219 44.7%
Holding current value
$2.54 Million
Previous $1.42 Million 60.27%
% of portfolio
0.02%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$32.25 - $40.02 $565,374 - $701,590
17,531 Added 44.7%
56,750 $2.27 Million
Q1 2025

May 15, 2025
SELL
$32.9 - $37.45 $756 - $861
-23 Reduced 0.06%
39,219 $1.42 Million
Q4 2024

Feb 13, 2025
SELL
$32.92 - $37.15 $256,973 - $289,992
-7,806 Reduced 16.59%
39,242 $1.3 Million
Q3 2024

Nov 14, 2024
SELL
$33.67 - $37.71 $142,996 - $160,154
-4,247 Reduced 8.28%
47,048 $1.76 Million
Q2 2024

Aug 19, 2024
BUY
$34.19 - $36.51 $677,030 - $722,971
19,802 Added 62.88%
51,295 $1.8 Million
Q1 2024

May 14, 2024
BUY
$32.59 - $35.65 $98,258 - $107,484
3,015 Added 10.59%
31,493 $1.12 Million
Q4 2023

Feb 28, 2024
BUY
$30.23 - $33.77 $181 - $202
6 Added 0.02%
28,478 $960,000
Q3 2023

Nov 22, 2023
SELL
$31.51 - $33.54 $1.47 Million - $1.56 Million
-46,528 Reduced 62.04%
28,472 $901,000
Q2 2023

Aug 14, 2023
BUY
$30.91 - $33.09 $1.79 Million - $1.91 Million
57,845 Added 337.19%
75,000 $2.42 Million
Q1 2023

Jun 05, 2023
SELL
$29.24 - $31.97 $1.1 Million - $1.2 Million
-37,546 Reduced 68.64%
17,155 $536,000
Q4 2022

Jun 12, 2023
BUY
$25.2 - $30.35 $302,500 - $364,321
12,004 Added 69.97%
29,159 $847,000
Q3 2022

Dec 02, 2022
BUY
$25.15 - $29.74 $859,450 - $1.02 Million
34,173 Added 166.47%
54,701 $1.38 Million
Q2 2022

Aug 11, 2022
BUY
$28.1 - $32.52 $6,856 - $7,934
244 Added 1.2%
20,528 $581,000
Q1 2022

May 20, 2022
SELL
$29.7 - $34.12 $1.26 Million - $1.44 Million
-42,306 Reduced 67.59%
20,284 $654,000
Q4 2021

Feb 17, 2022
BUY
$31.55 - $34.05 $371,942 - $401,415
11,789 Added 23.21%
62,590 $2.04 Million
Q3 2021

Nov 23, 2021
BUY
$31.76 - $33.8 $728,574 - $775,371
22,940 Added 82.34%
50,801 $1.67 Million
Q3 2021

Nov 16, 2021
SELL
$31.76 - $33.8 $157,021 - $167,107
-4,944 Reduced 15.07%
27,861 $1.67 Million
Q2 2021

Aug 24, 2021
BUY
$32.42 - $34.94 $425,577 - $458,657
13,127 Added 66.71%
32,805 $1.09 Million
Q1 2021

May 17, 2021
BUY
$29.41 - $32.7 $578,729 - $643,470
19,678 New
19,678 $632,000
Q1 2018

May 15, 2018
SELL
N/A
-6,700 Closed
0 $0
Q4 2017

Feb 15, 2018
BUY
N/A
6,700
6,700 $204,000

Others Institutions Holding FNDF

# of Institutions
757
Shares Held
309M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

FNDF Quotes by TradingView
  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email