Seven Springs Wealth Group, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1803898
BRENTWOOD, TN
Position in FNDA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$22,783,363
+$4,243,068 QoQ
Shares Held
598,617
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.87%
of 13F equity value
Holder Rank
#12
of 264 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,783,363 | 598,617 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $18,540,295 | 571,702 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,808,660 | 469,967 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,107,565 | 452,746 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,136,369 | 423,608 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,407,405 | 379,971 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,612,225 | 357,314 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,515,415 | 176,522 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,614,405 | 175,062 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,886,834 | 173,362 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,311,862 | 168,236 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,136,700 | 126,556 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,308,419 | 125,043 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,944,651 | 122,142 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,534,684 | 118,465 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,797,489 | 112,829 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,695,637 | 103,771 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||