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

Wealth Forward, LLC

$142 Billion
Q4 2024

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 623,834 shares of FNDA stock, worth $19.2 Million. This represents 13.07% of its overall portfolio holdings.

Number of Shares

623,834

Previous 317,534 96.46%

Holding current value

$19.2 Million

Previous $18.9 Billion 2.05%

% of portfolio

13.07%

Previous 13.26%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

430

Shares Held

129M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

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