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KCM Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

KCM Investment Advisors’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 		$1.33M Buy
42,652
+390
+0.9% +$11.8K 0.04% 200
2026
Q1 		$1.18M Hold
42,262
– – 0.04% 208
2025
Q4 		$1.15M Hold
42,262
– – 0.04% 207
2025
Q3 		$1.11M Hold
42,262
– – 0.04% 210
2025
Q2 		$1.04M Sell
42,262
-744
-2% -$17.3K 0.03% 212
2025
Q1 		$1.02M Sell
43,006
-378
-0.9% -$9.14K 0.04% 201
2024
Q4 		$1.03M Sell
43,384
-7,958
-15% -$193K 0.04% 202
2024
Q3 		$1.23M Buy
51,342
+1,215
+2% +$28K 0.04% 195
2024
Q2 		$1.12M Hold
50,127
– – 0.04% 201
2024
Q1 		$1.13M Hold
50,127
– – 0.04% 203
2023
Q4 		$1.03M Buy
50,127
+1,710
+4% +$32.9K 0.04% 207
2023
Q3 		$903K Sell
48,417
-4,437
-8% -$85.8K 0.04% 209
2023
Q2 		$1.01M Sell
52,854
-4,119
-7% -$76.1K 0.04% 207
2023
Q1 		$1.04M Buy
56,973
+9,075
+19% +$167K 0.04% 209
2022
Q4 		$853K Buy
47,898
+195
+0.4% +$3.45K 0.04% 220
2022
Q3 		$759K Buy
+47,703
New +$842K 0.04% 222
2021
Q2 		– Sell
-13,677
Closed -$236K – 391
2021
Q1 		$236K Hold
13,677
– – 0.01% 342
2020
Q4 		$206K Buy
+13,677
New +$193K 0.01% 342

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

KCM Investment Advisors's FNDX Position: Q2 2026 in Review

KCM Investment Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.92% in Q2 2026, buying an estimated $11.8K and bringing the position to 42,652 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #200.

KCM Investment Advisors first reported a position in FNDX in Q4 2020 and has held it in 18 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • KCM Investment Advisors held 42,652 shares of Schwab Fundamental US Large Company Index ETF worth $1.33M as of Q2 2026.
  • KCM Investment Advisors bought 390 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $11.8K.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of KCM Investment Advisors's portfolio in Q2 2026, its #200 holding.
  • KCM Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2020 and has held it in 18 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.