Clark Asset Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Clark Asset Management’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	$835K	Buy	26,851 +2,074	+8%	+$62.6K	0.07%	113
2026 Q1	$690K	Buy	24,777 +1,389	+6%	+$39.4K	0.06%	104
2025 Q4	$636K	Hold	23,388	–	–	0.07%	104
2025 Q3	$615K	Buy	23,388 +627	+3%	+$15.9K	0.07%	102
2025 Q2	$559K	Buy	+22,761	New	+$530K	0.08%	100
2024 Q1	–	Sell	-12,366	Closed	-$255K	–	89
2023 Q4	$255K	Buy	+12,366	New	+$238K	0.09%	68

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

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 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 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

Clark Asset Management's FNDX Position: Q2 2026 in Review

Clark Asset Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 8.4% in Q2 2026, buying an estimated $62.6K and bringing the position to 26,851 shares worth $835K. The position accounts for 0.07% of the portfolio, ranked #113.

Clark Asset Management first reported a position in FNDX in Q4 2023 and has held it in 6 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Clark Asset Management held 26,851 shares of Schwab Fundamental US Large Company Index ETF worth $835K as of Q2 2026.
Clark Asset Management bought 2,074 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $62.6K.
Schwab Fundamental US Large Company Index ETF made up 0.07% of Clark Asset Management's portfolio in Q2 2026, its #113 holding.
Clark Asset Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 6 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.