Wealth Forward LLC
FNDF icon

Wealth Forward LLC’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Wealth Forward LLC’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.4M Buy
193,452
+185,984
+2,490% +$10.1M 4.71% 8
2026
Q2 		$394K Buy
7,468
+413
+6% +$21.7K 0.2% 32
2026
Q1 		$345K Buy
7,055
+1,337
+23% +$65.5K 0.19% 31
2025
Q4 		$259K Buy
5,718
+488
+9% +$21.6K 0.15% 38
2025
Q3 		$225K Hold
5,230
– – 0.13% 39
2025
Q2 		$209K Buy
+5,230
New +$197K 0.14% 34
2024
Q1 		– Sell
-8,339
Closed -$281K – 32
2023
Q4 		$281K Buy
+8,339
New +$267K 0.24% 28

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Wealth Forward LLC's FNDF Position: Q3 2026 in Review

Wealth Forward LLC increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2,490% in Q3 2026, buying an estimated $10.1M and bringing the position to 193,452 shares worth $10.4M. The position accounts for 4.71% of the portfolio, ranked #8.

Wealth Forward LLC first reported a position in FNDF in Q4 2023 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

  • Wealth Forward LLC held 193,452 shares of Schwab Fundamental International Large Company Index ETF worth $10.4M as of Q3 2026.
  • Wealth Forward LLC bought 185,984 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $10.1M.
  • Schwab Fundamental International Large Company Index ETF made up 4.71% of Wealth Forward LLC's portfolio in Q3 2026, its #8 holding.
  • Wealth Forward LLC first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and has held it in 7 quarters since.
  • 314 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.