Viawealth, LLC Schwab Fundamental Intl Large Transaction History

Viawealth, LLC

$166 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$34.19 - $36.51 $35,796 - $38,225	-1,047 Reduced 13.41%	6,760 $237 Million
Q1 2024 May 10, 2024	SELL	$32.59 - $35.65 $26,463 - $28,947	-812 Reduced 9.42%	7,807 $278 Million
Q4 2023 Feb 12, 2024	SELL	$30.23 - $33.77 $101,723 - $113,636	-3,365 Reduced 28.08%	8,619 $291 Million
Q3 2023 Nov 13, 2023	BUY	$31.51 - $33.54 $7,845 - $8,351	249 Added 2.12%	11,984 $380 Million
Q2 2023 Aug 10, 2023	SELL	$30.91 - $33.09 $7,882 - $8,437	-255 Reduced 2.13%	11,735 $379 Million
Q1 2023 May 12, 2023	SELL	$29.24 - $31.97 $63,333 - $69,247	-2,166 Reduced 15.3%	11,990 $375 Million
Q4 2022 Feb 13, 2023	BUY	$25.2 - $30.35 $356,731 - $429,634	14,156 New	14,156 $429 Million

Others Institutions Holding FNDF

# of Institutions

639

Shares Held

308M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

148M
Shares

$5.46 Billion
0.93% of portfolio
Wealth Enhancement Advisory Services, LLC

18M
Shares

$662 Million
1.2% of portfolio
Regions Financial Corp

11.2M
Shares

$412 Million
2.75% of portfolio
Auto Owners Insurance CO Lansing, MI

9.29M
Shares

$342 Million
7.17% of portfolio
Morgan Stanley New York, NY

6.25M
Shares

$230 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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