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Klingman & Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Klingman & Associates’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 		$249K Hold
7,999
– – 0.01% 299
2026
Q1 		$223K Hold
7,999
– – 0.01% 313
2025
Q4 		$218K Hold
7,999
– – 0.01% 301
2025
Q3 		$210K Buy
+7,999
New +$203K 0.01% 304

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

Klingman & Associates's FNDX Position: Q2 2026 in Review

Klingman & Associates held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 7,999 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #299.

Klingman & Associates first reported a position in FNDX in Q3 2025 and has held it in 4 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Klingman & Associates held 7,999 shares of Schwab Fundamental US Large Company Index ETF worth $249K as of Q2 2026.
  • Klingman & Associates left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #299 holding.
  • Klingman & Associates first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.