KFI
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Key Financial Inc’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Key Financial Inc’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 		$37.5K Hold
1,346
– – 0.01% 594
2025
Q4 		$36.6K Hold
1,346
– – 0.01% 594
2025
Q3 		$35.6K Hold
1,346
– – 0.01% 588
2025
Q2 		$33K Hold
1,346
– – 0.01% 577
2025
Q1 		$31.8K Buy
1,346
+596
+79% +$14.4K 0.01% 562
2024
Q4 		$17.8K Hold
750
– – ﹤0.01% 685
2024
Q3 		$17.9K Hold
750
– – ﹤0.01% 671
2024
Q2 		$16.7K Hold
750
– – ﹤0.01% 671
2024
Q1 		$16.8K Hold
750
– – ﹤0.01% 643
2023
Q4 		$15.5K Hold
750
– – ﹤0.01% 642
2023
Q3 		$14K Hold
750
– – ﹤0.01% 640
2023
Q2 		$14.4K Hold
750
– – ﹤0.01% 649
2023
Q1 		$13.7K Hold
750
– – 0.01% 611
2022
Q4 		$11.9K Hold
750
– – 0.01% 586
2022
Q3 		$12K Hold
750
– – 0.01% 590
2022
Q2 		$13K Hold
750
– – 0.01% 569
2022
Q1 		$15K Sell
750
-606
-45% -$11.7K 0.01% 542
2021
Q4 		$26K Hold
1,356
– – 0.01% 441
2021
Q3 		$24K Buy
1,356
+750
+124% +$13.8K 0.01% 436
2021
Q2 		$11K Buy
+606
New +$11K 0.01% 550

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ML
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SCM
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