WFL
Wealth Forward LLC’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
615,203
-5,740
| -0.9% | -$164K | 11.84% | 4 |
|
|
2025
Q1 | $17M | Sell |
620,943
-2,891
| -0.5% | -$79.2K | 12.1% | 3 |
|
|
2024
Q4 | $18.5M | Buy |
623,834
+306,300
| +96% | +$9.1M | 13.07% | 2 |
|
|
2024
Q3 | $18.9M | Buy |
317,534
+11,983
| +4% | +$714K | 13.26% | 2 |
|
|
2024
Q2 | $16.8M | Buy |
305,551
+5,957
| +2% | +$327K | 13.11% | 2 |
|
|
2024
Q1 | $17.1M | Buy |
299,594
+10,472
| +4% | +$597K | 13.45% | 2 |
|
|
2023
Q4 | $16M | Buy |
+289,122
| New | +$16M | 13.52% | 2 |
|