Seven Springs Wealth Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Seven Springs Wealth Group’s Portfolio FNDA Stock Details FNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.8M	Buy	598,617 +26,915	+5%	+$960K	4.97%	8
2026 Q1	$18.5M	Buy	571,702 +101,735	+22%	+$3.41M	4.29%	8
2025 Q4	$14.8M	Buy	469,967 +17,221	+4%	+$537K	4.23%	7
2025 Q3	$14.1M	Buy	452,746 +29,138	+7%	+$885K	3.41%	8
2025 Q2	$12.1M	Buy	423,608 +43,637	+11%	+$1.18M	3%	8
2025 Q1	$10.4M	Buy	379,971 +22,657	+6%	+$663K	3.71%	7
2024 Q4	$10.6M	Buy	357,314 +4,270	+1%	+$130K	3.95%	6
2024 Q3	$10.5M	Buy	353,044 +2,920	+0.8%	+$83.9K	3.82%	6
2024 Q2	$9.61M	Buy	350,124 +3,400	+1%	+$93.8K	3.76%	6
2024 Q1	$9.89M	Buy	346,724 +10,252	+3%	+$280K	3.8%	7
2023 Q4	$9.31M	Buy	336,472 +83,360	+33%	+$2.07M	4.2%	5
2023 Q3	$6.14M	Buy	253,112 +3,026	+1%	+$77.2K	2.94%	7
2023 Q2	$6.31M	Buy	250,086 +5,802	+2%	+$139K	2.99%	7
2023 Q1	$5.94M	Buy	244,284 +7,354	+3%	+$184K	2.94%	8
2022 Q4	$5.53M	Buy	236,930 +11,272	+5%	+$265K	2.67%	7
2022 Q3	$4.8M	Buy	225,658 +18,116	+9%	+$432K	2.61%	7
2022 Q2	$4.7M	Buy	+207,542	New	+$5.12M	2.35%	8

Other funds holding FNDA

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFA

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

SCM

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

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Seven Springs Wealth Group's FNDA Position: Q2 2026 in Review

Seven Springs Wealth Group increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 4.7% in Q2 2026, buying an estimated $960K and bringing the position to 598,617 shares worth $22.8M. The position accounts for 4.97% of the portfolio, ranked #8.

Seven Springs Wealth Group first reported a position in FNDA in Q2 2022 and has held it in 17 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Seven Springs Wealth Group held 598,617 shares of Schwab Fundamental US Small Company Index ETF worth $22.8M as of Q2 2026.
Seven Springs Wealth Group bought 26,915 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $960K.
Schwab Fundamental US Small Company Index ETF made up 4.97% of Seven Springs Wealth Group's portfolio in Q2 2026, its #8 holding.
Seven Springs Wealth Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2022 and has held it in 17 quarters since.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.