Number of Shares
233,710.00
Current Holdings Value*
$9.35 Mil
% of Portfolio
7.09%
Total Estimate Gain
$2.00 Mil
% of Total Estimate Gain
25.81%

Bruce G. Allen Investments, LLC's Schwab Fundamental International Equity ETF Holding Summary

As of 2025-06-30, Bruce G. Allen Investments, LLC held 233,710.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $9.35 Mil. This investment constitutes 7.09% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0.06% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.

The initial trade took place in 2023Q4. And since then Bruce G. Allen Investments, LLC has made 4 purchases of FNDF, at an average price of $32.81, for a total of 236,257.00 shares. In addition, there have been 2 sales at an average price of $36.45 for 2,547.00 shares. Based on historical transaction data and FNDF's current price of $41.33, Bruce G. Allen Investments, LLC's estimated gain on his FNDF holdings is $2.00 Mil, reflecting a 25.81% gain to date.

Bruce G. Allen Investments, LLC FNDF ($41.33) Holding Chart

Bruce G. Allen Investments, LLC FNDF ($41.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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