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

Kavar Capital Partners 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 		$51.3M Buy
1,650,796
+56,498
+4% +$1.71M 6.33% 2
2026
Q1 		$44.4M Buy
1,594,298
+17,673
+1% +$501K 5.56% 1
2025
Q4 		$42.9M Buy
1,576,625
+43,999
+3% +$1.18M 5.91% 2
2025
Q3 		$40.3M Buy
1,532,626
+63,624
+4% +$1.62M 5.37% 2
2025
Q2 		$36M Buy
1,469,002
+18,780
+1% +$437K 5.18% 2
2025
Q1 		$34.2M Buy
1,450,222
+57,742
+4% +$1.4M 5.71% 2
2024
Q4 		$33M Buy
1,392,480
+77,025
+6% +$1.87M 5.57% 2
2024
Q3 		$31.5M Buy
1,315,455
+19,230
+1% +$442K 4.98% 2
2024
Q2 		$28.9M Buy
1,296,225
+45,984
+4% +$1.01M 5.22% 2
2024
Q1 		$28.1M Sell
1,250,241
-1,102,503
-47% -$23.4M 5.18% 1
2023
Q4 		$48.6M Buy
2,352,744
+1,220,352
+108% +$23.5M 5.43% 2
2023
Q3 		$21.1M Buy
1,132,392
+16,905
+2% +$327K 4.58% 2
2023
Q2 		$21.4M Buy
1,115,487
+909
+0.1% +$16.8K 4.56% 2
2023
Q1 		$20.4M Buy
1,114,578
+6,402
+0.6% +$117K 4.4% 4
2022
Q4 		$19.7M Buy
1,108,176
+47,418
+4% +$839K 4.55% 4
2022
Q3 		$16.9M Buy
1,060,758
+124,233
+13% +$2.19M 4.31% 3
2022
Q2 		$15.9M Buy
936,525
+306,411
+49% +$5.64M 3.68% 3
2022
Q1 		$12.3M Buy
630,114
+195,849
+45% +$3.77M 2.66% 9
2021
Q4 		$8.48M Buy
434,265
+7,164
+2% +$136K 1.76% 14
2021
Q3 		$7.68M Buy
427,101
+305,976
+253% +$5.62M 1.75% 15
2021
Q2 		$2.21M Sell
121,125
-675
-0.6% -$12.2K 0.53% 55
2021
Q1 		$2.1M Sell
121,800
-8,685
-7% -$142K 0.57% 57
2020
Q4 		$1.97M Sell
130,485
-900
-0.7% -$12.7K 0.57% 55
2020
Q3 		$1.7M Sell
131,385
-13,830
-10% -$180K 0.57% 53
2020
Q2 		$1.78M Sell
145,215
-1,980
-1% -$23.3K 0.68% 51
2020
Q1 		$1.54M Hold
147,195
– – 0.74% 52
2019
Q4 		$2.09M Buy
147,195
+131,520
+839% +$1.8M 0.78% 48
2019
Q3 		$207K Hold
15,675
– – 0.08% 131
2019
Q2 		$204K Buy
+15,675
New +$201K 0.08% 123
2018
Q3 		– Sell
-675
Closed -$8K – 215
2018
Q2 		$8K Hold
675
– – ﹤0.01% 332
2018
Q1 		$8K Buy
+675
New +$8.49K ﹤0.01% 335

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

Kavar Capital Partners Group's FNDX Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.5% in Q2 2026, buying an estimated $1.71M and bringing the position to 1,650,796 shares worth $51.3M. The position accounts for 6.33% of the portfolio, ranked #2.

Kavar Capital Partners Group first reported a position in FNDX in Q1 2018 and has held it in 31 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Kavar Capital Partners Group held 1,650,796 shares of Schwab Fundamental US Large Company Index ETF worth $51.3M as of Q2 2026.
  • Kavar Capital Partners Group bought 56,498 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.71M.
  • Schwab Fundamental US Large Company Index ETF made up 6.33% of Kavar Capital Partners Group's portfolio in Q2 2026, its #2 holding.
  • Kavar Capital Partners Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and has held it in 31 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.