Keating Financial Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$252K Buy
8,110
+169
+2% +$5.1K 0.03% 321
2026
Q1
$221K Buy
7,941
+4,011
+102% +$114K 0.04% 312
2025
Q4
$107K Buy
+3,930
New +$105K 0.01% 487

Other funds holding FNDX

Keating Financial Advisory Services's FNDX Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.1% in Q2 2026, buying an estimated $5.1K and bringing the position to 8,110 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #321.

Keating Financial Advisory Services first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Keating Financial Advisory Services held 8,110 shares of Schwab Fundamental US Large Company Index ETF worth $252K as of Q2 2026.
  • Keating Financial Advisory Services bought 169 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $5.1K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #321 holding.
  • Keating Financial Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.