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Clarity Capital Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Clarity Capital Advisors’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 		$1.13M Buy
36,217
+137
+0.4% +$4.13K 0.47% 38
2026
Q1 		$1M Buy
36,080
+146
+0.4% +$4.14K 0.47% 38
2025
Q4 		$978K Buy
35,934
+160
+0.4% +$4.28K 0.49% 38
2025
Q3 		$941K Buy
35,774
+148
+0.4% +$3.76K 0.51% 37
2025
Q2 		$874K Buy
35,626
+156
+0.4% +$3.63K 0.51% 37
2025
Q1 		$837K Buy
35,470
+159
+0.5% +$3.84K 0.55% 37
2024
Q4 		$836K Buy
35,311
+166
+0.5% +$4.03K 0.56% 36
2024
Q3 		$841K Buy
35,145
+312
+0.9% +$7.18K 0.6% 32
2024
Q2 		$778K Hold
34,833
– – 0.6% 34
2024
Q1 		$782K Buy
34,833
+150
+0.4% +$3.19K 0.62% 33
2023
Q4 		$716K Buy
+34,683
New +$667K 0.62% 33

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clarity Capital Advisors's FNDX Position: Q2 2026 in Review

Clarity Capital Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.38% in Q2 2026, buying an estimated $4.13K and bringing the position to 36,217 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #38.

Clarity Capital Advisors first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 405 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Clarity Capital Advisors held 36,217 shares of Schwab Fundamental US Large Company Index ETF worth $1.13M as of Q2 2026.
  • Clarity Capital Advisors bought 137 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $4.13K.
  • Schwab Fundamental US Large Company Index ETF made up 0.47% of Clarity Capital Advisors's portfolio in Q2 2026, its #38 holding.
  • Clarity Capital Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 405 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.