SWP
FNDX icon

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sagespring Wealth Partners's FNDX Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.8% in Q1 2026, buying an estimated $5.5K and bringing the position to 11,235 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #642.

Sagespring Wealth Partners first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q4 2024. 777 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Sagespring Wealth Partners held 11,235 shares of Schwab Fundamental US Large Company Index ETF worth $313K as of Q1 2026.
  • Sagespring Wealth Partners bought 194 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $5.5K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #642 holding.
  • Sagespring Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $384K in Q4 2024.
  • 777 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.