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

Wealth Forward, LLC

$149 Billion
Q2 2025

A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wealth Forward, LLC holds 615,203 shares of FNDA stock, worth $18 Million. This represents 11.84% of its overall portfolio holdings.

Number of Shares

615,203

Previous 620,943 0.92%

Holding current value

$18 Million

Previous $17 Billion 3.63%

% of portfolio

11.84%

Previous 12.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$23.85 - $28.69 $136,899 - $164,680	-5,740 Reduced 0.92%	615,203 $17.6 Billion
Q1 2025 May 07, 2025	SELL	$26.87 - $30.99 $77,681 - $89,592	-2,891 Reduced 0.46%	620,943 $17 Billion
Q4 2024 Jan 22, 2025	BUY	$29.26 - $59.11 $8.96 Million - $18.1 Million	306,300 Added 96.46%	623,834 $18.5 Billion
Q3 2024 Oct 28, 2024	BUY	$54.26 - $60.01 $650,197 - $719,099	11,983 Added 3.92%	317,534 $18.9 Billion
Q2 2024 Jul 19, 2024	BUY	$52.82 - $57.21 $314,648 - $340,799	5,957 Added 1.99%	305,551 $16.8 Billion
Q1 2024 May 07, 2024	BUY	$52.35 - $57.03 $548,209 - $597,218	10,472 Added 3.62%	299,594 $17.1 Billion
Q4 2023 Feb 21, 2024	BUY	$44.98 - $56.11 $13 Million - $16.2 Million	289,122 New	289,122 $16 Billion

Others Institutions Holding FNDA

# of Institutions

462

Shares Held

248M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Wealth Forward, LLC Schwab Fundamental U S Small C Transaction History