KPP
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Kings Path Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kings Path Partners’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 		$3.11M Sell
99,912
-718
-0.7% -$21.7K 0.83% 26
2026
Q1 		$2.74M Hold
100,630
– – 0.96% 20
2025
Q4 		$2.74M Buy
100,630
+15,602
+18% +$417K 0.96% 20
2025
Q3 		$2.24M Sell
85,028
-959
-1% -$24.3K 0.82% 21
2025
Q2 		$2.11M Buy
85,987
+619
+0.7% +$14.4K 0.85% 21
2025
Q1 		$2.02M Buy
85,368
+4
+0% +$97 0.99% 23
2024
Q4 		$2.02M Sell
85,364
-370
-0.4% -$8.97K 0.86% 20
2024
Q3 		$2.05M Sell
85,734
-1,623
-2% -$37.3K 0.86% 22
2024
Q2 		$1.95M Buy
+87,357
New +$1.93M 0.92% 20

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
RCM
Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Kings Path Partners's FNDX Position: Q2 2026 in Review

Kings Path Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.71% in Q2 2026, selling an estimated $21.7K and leaving 99,912 shares worth $3.11M. The position accounts for 0.83% of the portfolio, ranked #26.

Kings Path Partners first reported a position in FNDX in Q2 2024 and has held it in 9 quarters since. 169 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Kings Path Partners held 99,912 shares of Schwab Fundamental US Large Company Index ETF worth $3.11M as of Q2 2026.
  • Kings Path Partners sold 718 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $21.7K.
  • Schwab Fundamental US Large Company Index ETF made up 0.83% of Kings Path Partners's portfolio in Q2 2026, its #26 holding.
  • Kings Path Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 169 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.