Summit X, LLC Schwab Fundamental Intl Large Transaction History

Summit X, LLC

$0
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$32.25 - $40.02 $360,458 - $447,303	11,177 Added 169.04%	17,789 $711,000
Q1 2025 May 02, 2025	BUY	$32.9 - $37.45 $217,534 - $247,619	6,612 New	6,612 $238,000

Others Institutions Holding FNDF

# of Institutions

758

Shares Held

309M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

147M
Shares

$6.59 Billion
1.05% of portfolio
Wealth Enhancement Advisory Services, LLC

17.8M
Shares

$798 Million
1.25% of portfolio
Regions Financial Corp

9.11M
Shares

$408 Million
2.59% of portfolio
Bank Of America Corp Charlotte, NC

7.22M
Shares

$323 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$278 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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