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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$296K Sell
12,063
-1,605
-12% -$39.4K 0.01% 586
2025
Q1 		$323K Sell
13,668
-2,569
-16% -$60.7K 0.01% 490
2024
Q4 		$384K Buy
+16,237
New +$384K 0.01% 405