Seven Springs Wealth Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Seven Springs Wealth Group’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	–	Sell	-13,790	Closed	-$375K	–	84
2025 Q4	$375K	Hold	13,790	–	–	0.11%	61
2025 Q3	$363K	Hold	13,790	–	–	0.09%	64
2025 Q2	$338K	Hold	13,790	–	–	0.08%	65
2025 Q1	$326K	Buy	+13,790	New	+$333K	0.12%	63

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

BFA

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

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

SEIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Seven Springs Wealth Group's FNDX Position: Q1 2026 in Review

Seven Springs Wealth Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 13,790 shares — an estimated $375K sold.

Seven Springs Wealth Group first reported a position in FNDX in Q1 2025 and held it in 4 quarters. The position peaked at $375K in Q4 2025. 782 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Seven Springs Wealth Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
Seven Springs Wealth Group sold 13,790 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $375K.
Seven Springs Wealth Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and held it in 4 quarters.
Seven Springs Wealth Group's Schwab Fundamental US Large Company Index ETF position peaked at $375K in Q4 2025.
782 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.