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 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