Wealth Forward LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
490,770
-4,720
| -1% | -$116K | 8.09% | 5 |
|
|
2025
Q1 | $11.7M | Sell |
495,490
-1,652
| -0.3% | -$39K | 8.32% | 5 |
|
|
2024
Q4 | $11.8M | Sell |
497,142
-18,300
| -4% | -$433K | 8.31% | 5 |
|
|
2024
Q3 | $12.3M | Sell |
515,442
-3,306
| -0.6% | -$79.1K | 8.65% | 5 |
|
|
2024
Q2 | $11.6M | Buy |
518,748
+2,865
| +0.6% | +$64K | 9.05% | 5 |
|
|
2024
Q1 | $11.6M | Buy |
515,883
+12,831
| +3% | +$288K | 9.12% | 5 |
|
|
2023
Q4 | $10.4M | Buy |
+503,052
| New | +$10.4M | 8.77% | 4 |
|