Lutz Financial Services LLC Schwab Fundamental Intl Large Transaction History
Lutz Financial Services LLC
- $1.38 Billion
- Q3 2025
A detailed history of Lutz Financial Services LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Lutz Financial Services LLC holds 33,753 shares of FNDF stock, worth $1.51 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
33,753
Previous 33,753
-0.0%
Holding current value
$1.51 Million
Previous $1.35 Million
7.41%
% of portfolio
0.11%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio