Wealth Forward LLC’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
186,813
-386
| -0.2% | -$12.7K | 4.14% | 9 |
|
|
2025
Q1 | $5.77M | Sell |
187,199
-2,451
| -1% | -$75.5K | 4.1% | 9 |
|
|
2024
Q4 | $5.51M | Buy |
189,650
+4,827
| +3% | +$140K | 3.89% | 9 |
|
|
2024
Q3 | $5.96M | Buy |
184,823
+28,625
| +18% | +$924K | 4.18% | 9 |
|
|
2024
Q2 | $4.62M | Sell |
156,198
-25
| -0% | -$739 | 3.61% | 10 |
|
|
2024
Q1 | $4.34M | Buy |
156,223
+6,235
| +4% | +$173K | 3.41% | 10 |
|
|
2023
Q4 | $4.07M | Buy |
+149,988
| New | +$4.07M | 3.44% | 10 |
|