Sagespring Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sagespring Wealth Partners’s Portfolio FNDX Stock Details FNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Sell	8,851 -2,384	-21%	-$71.9K	﹤0.01%	723
2026 Q1	$313K	Buy	11,235 +194	+2%	+$5.5K	0.01%	642
2025 Q4	$300K	Buy	11,041 +49	+0.4%	+$1.31K	0.01%	619
2025 Q3	$289K	Sell	10,992 -1,071	-9%	-$27.2K	0.01%	615
2025 Q2	$296K	Sell	12,063 -1,605	-12%	-$37.3K	0.01%	586
2025 Q1	$323K	Sell	13,668 -2,569	-16%	-$62.1K	0.01%	490
2024 Q4	$384K	Buy	+16,237	New	+$394K	0.01%	405

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sagespring Wealth Partners's FNDX Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 21% in Q2 2026, selling an estimated $71.9K and leaving 8,851 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Sagespring Wealth Partners first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $384K in Q4 2024. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Sagespring Wealth Partners held 8,851 shares of Schwab Fundamental US Large Company Index ETF worth $275K as of Q2 2026.
Sagespring Wealth Partners sold 2,384 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $71.9K.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #723 holding.
Sagespring Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $384K in Q4 2024.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.