Key Capital Management’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
Q3
$241K Buy
7,669
+4,573
+148% +$146K 0.09% 127
2026
Q2
$96.3K Sell
3,096
-297
-9% -$8.96K 0.05% 107
2026
Q1
$94.5K Buy
3,393
+297
+10% +$8.42K 0.06% 104
2025
Q4
$84.2K Buy
+3,096
New +$82.8K 0.08% 104

Other funds holding FNDX

Key Capital Management's FNDX Position: Q3 2026 in Review

Key Capital Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 148% in Q3 2026, buying an estimated $146K and bringing the position to 7,669 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #127.

Key Capital Management first reported a position in FNDX in Q4 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • Key Capital Management held 7,669 shares of Schwab Fundamental US Large Company Index ETF worth $241K as of Q3 2026.
  • Key Capital Management bought 4,573 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $146K.
  • Schwab Fundamental US Large Company Index ETF made up 0.09% of Key Capital Management's portfolio in Q3 2026, its #127 holding.
  • Key Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.