Sage View Advisory Group, LLC Schwab Fundamental Intl Small Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 9,991 shares of FNDC stock, worth $444,799. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,991
Previous 10,133
1.4%
Holding current value
$444,799
Previous $430 Million
3.51%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding FNDC
# of Institutions
288Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio