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

Kingswood Wealth Advisors’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	$1.52M	Buy	48,999 +969	+2%	+$29.2K	0.06%	310
2026 Q1	$1.34M	Sell	48,030 -6,237	-11%	-$177K	0.06%	310
2025 Q4	$1.48M	Sell	54,267 -4,821	-8%	-$129K	0.07%	272
2025 Q3	$1.55M	Sell	59,088 -2,270	-4%	-$57.6K	0.09%	223
2025 Q2	$1.51M	Buy	61,358 +1,475	+2%	+$34.3K	0.12%	186
2025 Q1	$1.41M	Buy	59,883 +4,845	+9%	+$117K	0.13%	184
2024 Q4	$1.3M	Buy	55,038 +1,722	+3%	+$41.8K	0.1%	219
2024 Q3	$1.28M	Sell	53,316 -3,636	-6%	-$83.6K	0.09%	246
2024 Q2	$1.27M	Buy	56,952 +2,982	+6%	+$65.7K	0.11%	191
2024 Q1	$121K	Buy	53,970 +3,408	+7%	+$72.5K	0.01%	593
2023 Q4	$1.04M	Buy	+50,562	New	+$972K	0.12%	187

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

Kingswood Wealth Advisors's FNDX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2% in Q2 2026, buying an estimated $29.2K and bringing the position to 48,999 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #310.

Kingswood Wealth Advisors first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q3 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Kingswood Wealth Advisors held 48,999 shares of Schwab Fundamental US Large Company Index ETF worth $1.52M as of Q2 2026.
Kingswood Wealth Advisors bought 969 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $29.2K.
Schwab Fundamental US Large Company Index ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #310 holding.
Kingswood Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $1.55M in Q3 2025.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.