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Hutchens & Kramer Investment Management Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Hutchens & Kramer Investment 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 		$399K Hold
12,844
– – 0.11% 98
2026
Q1 		$358K Hold
12,844
– – 0.11% 103
2025
Q4 		$349K Sell
12,844
-1,136
-8% -$30.4K 0.12% 110
2025
Q3 		$368K Hold
13,980
– – 0.14% 98
2025
Q2 		$347K Hold
13,980
– – 0.16% 97
2025
Q1 		$330K Hold
13,980
– – 0.18% 90
2024
Q4 		$331K Hold
13,980
– – 0.18% 97
2024
Q3 		$333K Buy
13,980
+327
+2% +$7.52K 0.18% 100
2024
Q2 		$304K Hold
13,653
– – 0.17% 100
2024
Q1 		$306K Buy
13,653
+1,125
+9% +$23.9K 0.18% 95
2023
Q4 		$259K Buy
+12,528
New +$241K 0.18% 97

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 22.9% 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

Hutchens & Kramer Investment Management Group's FNDX Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 12,844 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #98.

Hutchens & Kramer Investment Management Group first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 12,844 shares of Schwab Fundamental US Large Company Index ETF worth $399K as of Q2 2026.
  • Hutchens & Kramer Investment Management Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.11% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #98 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.