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Wealth Forward LLC’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Wealth Forward LLC’s Portfolio FNDE Stock Details FNDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.74M Sell
176,290
-13
-0% -$501 3.81% 10
2025
Q4 		$6.36M Buy
176,303
+1,534
+0.9% +$56K 3.59% 11
2025
Q3 		$6.32M Sell
174,769
-12,044
-6% -$415K 3.67% 10
2025
Q2 		$6.17M Sell
186,813
-386
-0.2% -$12K 4.14% 9
2025
Q1 		$5.77M Sell
187,199
-2,451
-1% -$74.1K 4.1% 9
2024
Q4 		$5.51M Buy
189,650
+4,827
+3% +$150K 3.89% 9
2024
Q3 		$5.96M Buy
184,823
+28,625
+18% +$856K 4.18% 9
2024
Q2 		$4.62M Sell
156,198
-25
-0% -$726 3.61% 10
2024
Q1 		$4.34M Buy
156,223
+6,235
+4% +$168K 3.41% 10
2023
Q4 		$4.07M Buy
+149,988
New +$3.94M 3.44% 10

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return