KeyBank National Association
FNDX icon

KeyBank National Association’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

KeyBank National Association’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 		$475M Buy
15,268,868
+2,814,396
+23% +$84.9M 1.56% 14
2026
Q1 		$347M Buy
12,454,472
+4,162,731
+50% +$118M 1.27% 17
2025
Q4 		$226M Buy
8,291,741
+8,266,612
+32,897% +$221M 0.81% 27
2025
Q3 		$661K Buy
25,129
+7,826
+45% +$199K ﹤0.01% 683
2025
Q2 		$425K Buy
+17,303
New +$403K ﹤0.01% 832

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KeyBank National Association's FNDX Position: Q2 2026 in Review

KeyBank National Association increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 23% in Q2 2026, buying an estimated $84.9M and bringing the position to 15,268,868 shares worth $475M. The position accounts for 1.56% of the portfolio, ranked #14.

KeyBank National Association first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • KeyBank National Association held 15,268,868 shares of Schwab Fundamental US Large Company Index ETF worth $475M as of Q2 2026.
  • KeyBank National Association bought 2,814,396 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $84.9M.
  • Schwab Fundamental US Large Company Index ETF made up 1.56% of KeyBank National Association's portfolio in Q2 2026, its #14 holding.
  • KeyBank National Association first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.