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Christensen King & Associates Investment Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Christensen King & Associates Investment Services’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
Q2 		– Sell
-7,826
Closed -$218K – 109
2026
Q1 		$218K Buy
7,826
+28
+0.4% +$793 0.09% 100
2025
Q4 		$212K Buy
7,798
+31
+0.4% +$829 0.09% 100
2025
Q3 		$204K Buy
+7,767
New +$197K 0.09% 105

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CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Christensen King & Associates Investment Services's FNDX Position: Q2 2026 in Review

Christensen King & Associates Investment Services sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 7,826 shares — an estimated $218K sold.

Christensen King & Associates Investment Services first reported a position in FNDX in Q3 2025 and held it in 3 quarters. The position peaked at $218K in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Christensen King & Associates Investment Services reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Christensen King & Associates Investment Services sold 7,826 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $218K.
  • Christensen King & Associates Investment Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and held it in 3 quarters.
  • Christensen King & Associates Investment Services's Schwab Fundamental US Large Company Index ETF position peaked at $218K in Q1 2026.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.