Wealth Forward, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2012773
FARGO, ND
All Filings in FNDA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,982,188 | 603,841 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $19,205,273 | 592,207 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,513,574 | 587,546 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,102,495 | 580,953 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $17,625,565 | 615,203 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,007,628 | 620,943 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,527,869 | 623,834 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $18,915,500 | 317,534 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $16,780,860 | 305,551 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $17,085,845 | 299,594 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $16,002,902 | 289,122 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||