Wealth Forward, LLC Schwab Fundamental U S Large C Transaction History

Wealth Forward, LLC

$141 Billion
Q1 2025

A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Forward, LLC holds 495,490 shares of FNDX stock, worth $11.3 Million. This represents 8.32% of its overall portfolio holdings.

Number of Shares

495,490

Previous 497,142 0.33%

Holding current value

$11.3 Million

Previous $11.8 Billion 0.63%

% of portfolio

8.32%

Previous 8.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$23.03 - $25.01 $38,045 - $41,316	-1,652 Reduced 0.33%	495,490 $11.7 Billion
Q4 2024 Jan 22, 2025	BUY	$23.49 - $71.77 $7.64 Million - $23.3 Million	325,328 Added 189.35%	497,142 $11.8 Billion
Q3 2024 Oct 28, 2024	SELL	$65.36 - $71.76 $72,026 - $79,079	-1,102 Reduced 0.64%	171,814 $12.3 Billion
Q2 2024 Jul 19, 2024	BUY	$63.87 - $67.55 $60,995 - $64,510	955 Added 0.56%	172,916 $11.6 Billion
Q1 2024 May 07, 2024	BUY	$60.89 - $67.39 $260,426 - $288,227	4,277 Added 2.55%	171,961 $11.6 Billion
Q4 2023 Feb 21, 2024	BUY	$53.46 - $62.11 $8.96 Million - $10.4 Million	167,684 New	167,684 $10.4 Billion

Others Institutions Holding FNDX

# of Institutions

679

Shares Held

581M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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Wealth Forward, LLC Schwab Fundamental U S Large C Transaction History