Wealth Forward, LLC Schwab Fundamental Emerging Mk Transaction History

Wealth Forward, LLC

$172 Billion
Q3 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 174,769 shares of FNDE stock, worth $6.54 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

174,769

Previous 186,813 6.45%

Holding current value

$6.54 Million

Previous $6.17 Billion 2.48%

% of portfolio

3.67%

Previous 4.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$33.13 - $36.31 $399,017 - $437,317	-12,044 Reduced 6.45%	174,769 $6.32 Billion
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

434

Shares Held

163M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

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Wealth Forward, LLC Schwab Fundamental Emerging Mk Transaction History