Modern Wealth Management, LLC Schwab Fundamental Intl Small Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Modern Wealth Management, LLC holds 88,385 shares of FNDC stock, worth $3.93 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
88,385
Previous 89,786 1.56%
Holding current value
$3.93 Million
Previous $3.78 Million 104112.61%
% of portfolio
0.08%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$41.81 - $45.21 $58,575 - $63,339
-1,401 Reduced 1.56%
88,385 $3.93 Billion
Q2 2025

Nov 12, 2025
BUY
$32.97 - $42.05 $300,554 - $383,327
9,116 Added 11.3%
89,786 $3.78 Million
Q2 2025

Aug 14, 2025
SELL
$32.97 - $42.05 $243,516 - $310,581
-7,386 Reduced 8.39%
80,670 $3.39 Million
Q1 2025

May 30, 2025
BUY
$33.34 - $37.44 $14,802 - $16,623
444 Added 0.51%
88,056 $3.19 Million
Q1 2025

May 15, 2025
BUY
$33.34 - $37.44 $2.92 Million - $3.28 Million
87,612 New
87,612 $3.17 Billion

Others Institutions Holding FNDC

# of Institutions
288
Shares Held
41.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

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

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email