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Keeler & Nadler Financial Planning & Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 		$12.3M Buy
396,028
+268,851
+211% +$8.11M 3.5% 11
2026
Q1 		$3.54M Buy
127,177
+116,338
+1,073% +$3.3M 1.2% 21
2025
Q4 		$295K Buy
+10,839
New +$290K 0.1% 65

Other funds holding FNDX

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
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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's FNDX Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 211% in Q2 2026, buying an estimated $8.11M and bringing the position to 396,028 shares worth $12.3M. The position accounts for 3.5% of the portfolio, ranked #11.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 396,028 shares of Schwab Fundamental US Large Company Index ETF worth $12.3M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 268,851 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $8.11M.
  • Schwab Fundamental US Large Company Index ETF made up 3.5% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.