Keyvantage Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Keyvantage Wealth’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	$740K	Hold	23,787	–	–	0.28%	44
2026 Q1	$662K	Hold	23,787	–	–	0.29%	53
2025 Q4	$647K	Hold	23,787	–	–	0.28%	53
2025 Q3	$626K	Hold	23,787	–	–	0.26%	54
2025 Q2	$584K	Hold	23,787	–	–	0.26%	52
2025 Q1	$562K	Hold	23,787	–	–	0.27%	51
2024 Q4	$563K	Buy	+23,787	New	+$577K	0.4%	42

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keyvantage Wealth's FNDX Position: Q2 2026 in Review

Keyvantage Wealth held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 23,787 shares worth $740K. The position accounts for 0.28% of the portfolio, ranked #44.

Keyvantage Wealth first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Keyvantage Wealth held 23,787 shares of Schwab Fundamental US Large Company Index ETF worth $740K as of Q2 2026.
Keyvantage Wealth left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.28% of Keyvantage Wealth's portfolio in Q2 2026, its #44 holding.
Keyvantage Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.