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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
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 $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KCM Investment Advisors's FNDX Position: Q1 2026 in Review

KCM Investment Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 42,262 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #208.

KCM Investment Advisors first reported a position in FNDX in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.23M in Q3 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • KCM Investment Advisors held 42,262 shares of Schwab Fundamental US Large Company Index ETF worth $1.18M as of Q1 2026.
  • KCM Investment Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of KCM Investment Advisors's portfolio in Q1 2026, its #208 holding.
  • KCM Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2020 and has held it in 17 quarters since.
  • KCM Investment Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $1.23M in Q3 2024.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.