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

Clark Capital Management Group’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 		$83.5M Buy
2,684,676
+190,007
+8% +$5.73M 0.46% 64
2026
Q1 		$69.5M Buy
2,494,669
+32,851
+1% +$931K 0.43% 73
2025
Q4 		$67M Sell
2,461,818
-319,258
-11% -$8.54M 0.41% 79
2025
Q3 		$73.1M Sell
2,781,076
-172,102
-6% -$4.37M 0.46% 69
2025
Q2 		$72.5M Buy
2,953,178
+1,653,823
+127% +$38.5M 0.5% 56
2025
Q1 		$30.7M Sell
1,299,355
-218,000
-14% -$5.27M 0.22% 128
2024
Q4 		$35.9M Buy
1,517,355
+47,244
+3% +$1.15M 0.25% 121
2024
Q3 		$35.2M Buy
1,470,111
+62,940
+4% +$1.45M 0.24% 127
2024
Q2 		$31.4M Buy
1,407,171
+4,470
+0.3% +$98.6K 0.23% 125
2024
Q1 		$31.5M Sell
1,402,701
-850,191
-38% -$18.1M 0.23% 134
2023
Q4 		$46.5M Buy
2,252,892
+256,665
+13% +$4.94M 0.38% 74
2023
Q3 		$37.2M Buy
1,996,227
+375,366
+23% +$7.26M 0.37% 83
2023
Q2 		$31.1M Buy
1,620,861
+314,106
+24% +$5.8M 0.28% 108
2023
Q1 		$23.9M Buy
1,306,755
+67,596
+5% +$1.24M 0.27% 132
2022
Q4 		$22.1M Buy
+1,239,159
New +$21.9M 0.2% 142
2022
Q2 		– Sell
-17,516,700
Closed -$342M – 342
2022
Q1 		$342M Buy
17,516,700
+11,087,868
+172% +$214M 3.82% 3
2021
Q4 		$126M Buy
6,428,832
+6,009,012
+1,431% +$114M 1.54% 8
2021
Q3 		$7.55M Buy
+419,820
New +$7.71M 0.1% 163

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Clark Capital Management Group's FNDX Position: Q2 2026 in Review

Clark Capital Management Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 7.6% in Q2 2026, buying an estimated $5.73M and bringing the position to 2,684,676 shares worth $83.5M. The position accounts for 0.46% of the portfolio, ranked #64.

Clark Capital Management Group first reported a position in FNDX in Q3 2021 and has held it in 18 quarters since. The position peaked at $342M in Q1 2022. 838 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Clark Capital Management Group held 2,684,676 shares of Schwab Fundamental US Large Company Index ETF worth $83.5M as of Q2 2026.
  • Clark Capital Management Group bought 190,007 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $5.73M.
  • Schwab Fundamental US Large Company Index ETF made up 0.46% of Clark Capital Management Group's portfolio in Q2 2026, its #64 holding.
  • Clark Capital Management Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and has held it in 18 quarters since.
  • Clark Capital Management Group's Schwab Fundamental US Large Company Index ETF position peaked at $342M in Q1 2022.
  • 838 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.