Lake Point Wealth Management Schwab Fundamental Intl Large Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 21, 2021	SELL	$31.76 - $33.8 $31,760 - $33,800	-1,000 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$32.42 - $34.94 $32,420 - $34,940	1,000 New	1,000 $33,000

Others Institutions Holding FNDF

# of Institutions

633

Shares Held

307M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

148M
Shares

$5.26 Billion
0.93% of portfolio
Wealth Enhancement Advisory Services, LLC

16.8M
Shares

$596 Million
1.21% of portfolio
Regions Financial Corp

11.2M
Shares

$398 Million
2.75% of portfolio
Auto Owners Insurance CO Lansing, MI

9.29M
Shares

$330 Million
7.17% of portfolio
Morgan Stanley New York, NY

6.25M
Shares

$222 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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