Seven Springs Wealth Group, LLC Schwab Fundamental U S Small C Transaction History

Seven Springs Wealth Group, LLC

$273 Million
Q1 2025

A detailed history of Seven Springs Wealth Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 379,971 shares of FNDA stock, worth $11.1 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

379,971

Previous 357,314 6.34%

Holding current value

$11.1 Million

Previous $10.6 Million 1.93%

% of portfolio

3.81%

Previous 4.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$26.87 - $30.99 $608,793 - $702,140	22,657 Added 6.34%	379,971 $10.4 Million
Q4 2024 Feb 14, 2025	BUY	$29.26 - $59.11 $5.29 Million - $10.7 Million	180,792 Added 102.42%	357,314 $10.6 Million
Q3 2024 Nov 14, 2024	BUY	$54.26 - $60.01 $79,219 - $87,614	1,460 Added 0.83%	176,522 $10.5 Million
Q2 2024 Jul 30, 2024	BUY	$52.82 - $57.21 $89,794 - $97,257	1,700 Added 0.98%	175,062 $9.61 Million
Q1 2024 May 07, 2024	BUY	$52.35 - $57.03 $268,346 - $292,335	5,126 Added 3.05%	173,362 $9.89 Million
Q4 2023 Feb 07, 2024	BUY	$44.98 - $56.11 $1.87 Million - $2.34 Million	41,680 Added 32.93%	168,236 $9.31 Million
Q3 2023 Nov 08, 2023	BUY	$47.76 - $53.58 $72,260 - $81,066	1,513 Added 1.21%	126,556 $6.14 Million
Q2 2023 Jul 31, 2023	BUY	$46.06 - $50.45 $133,620 - $146,355	2,901 Added 2.38%	125,043 $6.31 Million
Q1 2023 May 09, 2023	BUY	$46.21 - $53.63 $169,914 - $197,197	3,677 Added 3.1%	122,142 $5.94 Million
Q4 2022 Feb 08, 2023	BUY	$43.53 - $50.11 $245,335 - $282,419	5,636 Added 5.0%	118,465 $5.53 Million
Q3 2022 Oct 21, 2022	BUY	$42.52 - $52.23 $385,146 - $473,099	9,058 Added 8.73%	112,829 $4.8 Million
Q2 2022 Jul 27, 2022	BUY	$44.28 - $53.81 $4.59 Million - $5.58 Million	103,771 New	103,771 $4.7 Million

Others Institutions Holding FNDA

# of Institutions

462

Shares Held

248M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Seven Springs Wealth Group, LLC Schwab Fundamental U S Small C Transaction History