Wealth Forward, LLC Schwab Fundamental Intl Large Transaction History

Wealth Forward, LLC

$149 Billion
Q2 2025

A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wealth Forward, LLC holds 5,230 shares of FNDF stock, worth $215,005. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,230

Holding current value

$215,005

% of portfolio

0.14%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$32.25 - $40.02 $168,667 - $209,304	5,230 New	5,230 $209 Million
Q4 2023 Feb 21, 2024	BUY	$30.23 - $33.77 $252,087 - $281,608	8,339 New	8,339 $281 Million

Others Institutions Holding FNDF

# of Institutions

692

Shares Held

306M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$6.13 Billion
1.03% of portfolio
Wealth Enhancement Advisory Services, LLC

16.9M
Shares

$696 Million
1.22% of portfolio
Regions Financial Corp

9.71M
Shares

$399 Million
2.73% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$343 Million
7.68% of portfolio
Bank Of America Corp Charlotte, NC

6.48M
Shares

$266 Million
0.02% of portfolio

View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

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