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Clarkston Capital Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Clarkston Capital Partners’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 		$345K Sell
11,079
-73,231
-87% -$2.21M 0.03% 87
2026
Q1 		$2.35M Sell
84,310
-390,400
-82% -$11.1M 0.18% 53
2025
Q4 		$12.9M Buy
474,710
+258,201
+119% +$6.91M 0.3% 63
2025
Q3 		$5.69M Buy
+216,509
New +$5.5M 0.12% 72

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

Clarkston Capital Partners's FNDX Position: Q2 2026 in Review

Clarkston Capital Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 87% in Q2 2026, selling an estimated $2.21M and leaving 11,079 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #87.

Clarkston Capital Partners first reported a position in FNDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.9M in Q4 2025. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Clarkston Capital Partners held 11,079 shares of Schwab Fundamental US Large Company Index ETF worth $345K as of Q2 2026.
  • Clarkston Capital Partners sold 73,231 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $2.21M.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Clarkston Capital Partners's portfolio in Q2 2026, its #87 holding.
  • Clarkston Capital Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Clarkston Capital Partners's Schwab Fundamental US Large Company Index ETF position peaked at $12.9M in Q4 2025.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Clarkston Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.