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 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 $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return