Wealth Forward, LLC Schwab Fundamental Emerging Mk Transaction History

Wealth Forward, LLC

$149 Billion
Q2 2025

A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Wealth Forward, LLC holds 186,813 shares of FNDE stock, worth $6.78 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

186,813

Previous 187,199 0.21%

Holding current value

$6.78 Million

Previous $5.77 Billion 6.95%

% of portfolio

4.14%

Previous 4.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$26.66 - $33.09 $10,290 - $12,772	-386 Reduced 0.21%	186,813 $6.17 Billion
Q1 2025 May 07, 2025	SELL	$28.11 - $32.0 $68,897 - $78,432	-2,451 Reduced 1.29%	187,199 $5.77 Billion
Q4 2024 Jan 22, 2025	BUY	$28.89 - $33.95 $139,452 - $163,876	4,827 Added 2.61%	189,650 $5.51 Billion
Q3 2024 Oct 28, 2024	BUY	$28.02 - $32.68 $802,072 - $935,465	28,625 Added 18.33%	184,823 $5.96 Billion
Q2 2024 Jul 19, 2024	SELL	$27.2 - $30.7 $680 - $767	-25 Reduced 0.02%	156,198 $4.62 Billion
Q1 2024 May 07, 2024	BUY	$25.58 - $27.83 $159,491 - $173,520	6,235 Added 4.16%	156,223 $4.34 Billion
Q4 2023 Feb 21, 2024	BUY	$25.33 - $27.18 $3.8 Million - $4.08 Million	149,988 New	149,988 $4.07 Billion

Others Institutions Holding FNDE

# of Institutions

414

Shares Held

164M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

More about FNDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Forward, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Forward, LLC with notifications on news.

Account

Wealth Forward, LLC Schwab Fundamental Emerging Mk Transaction History