KWM
FNDX icon

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

Kingsview Wealth Management’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 		$6.27M Sell
201,590
-2,208
-1% -$66.6K 0.08% 236
2026
Q1 		$5.68M Buy
203,798
+888
+0.4% +$25.2K 0.08% 275
2025
Q4 		$5.52M Buy
202,910
+11,557
+6% +$309K 0.08% 260
2025
Q3 		$5.03M Sell
191,353
-97,967
-34% -$2.49M 0.08% 269
2025
Q2 		$7.1M Buy
289,320
+746
+0.3% +$17.4K 0.12% 185
2025
Q1 		$6.81M Sell
288,574
-4,590
-2% -$111K 0.13% 169
2024
Q4 		$6.94M Sell
293,164
-9,290
-3% -$225K 0.14% 162
2024
Q3 		$7.23M Buy
302,454
+18,717
+7% +$431K 0.15% 145
2024
Q2 		$6.33M Sell
283,737
-1,233
-0.4% -$27.2K 0.15% 150
2024
Q1 		$6.4M Sell
284,970
-4,728
-2% -$101K 0.16% 147
2023
Q4 		$5.98M Sell
289,698
-3,777
-1% -$72.6K 0.18% 134
2023
Q3 		$5.48M Buy
293,475
+15,480
+6% +$299K 0.2% 119
2023
Q2 		$5.33M Sell
277,995
-4,821
-2% -$89.1K 0.21% 107
2023
Q1 		$5.18M Sell
282,816
-2,094
-0.7% -$38.4K 0.22% 104
2022
Q4 		$5.08M Buy
284,910
+5,241
+2% +$92.7K 0.22% 113
2022
Q3 		$4.45M Buy
279,669
+3,942
+1% +$69.6K 0.21% 116
2022
Q2 		$4.68M Buy
275,727
+185,763
+206% +$3.42M 0.22% 115
2022
Q1 		$1.75M Buy
+89,964
New +$1.73M 0.08% 259

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Kingsview Wealth Management's FNDX Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.1% in Q2 2026, selling an estimated $66.6K and leaving 201,590 shares worth $6.27M. The position accounts for 0.08% of the portfolio, ranked #236.

Kingsview Wealth Management first reported a position in FNDX in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.23M in Q3 2024. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Kingsview Wealth Management held 201,590 shares of Schwab Fundamental US Large Company Index ETF worth $6.27M as of Q2 2026.
  • Kingsview Wealth Management sold 2,208 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $66.6K.
  • Schwab Fundamental US Large Company Index ETF made up 0.08% of Kingsview Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Kingsview Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 18 quarters since.
  • Kingsview Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $7.23M in Q3 2024.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.