KFP
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KMG Fiduciary Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

KMG Fiduciary 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 		$2.22M Buy
71,330
+641
+0.9% +$19.3K 0.21% 87
2026
Q1 		$1.97M Buy
70,689
+1,636
+2% +$46.4K 0.15% 133
2025
Q4 		$1.88M Buy
69,053
+997
+1% +$26.7K 0.13% 135
2025
Q3 		$1.79M Sell
68,056
-1,492
-2% -$37.9K 0.12% 152
2025
Q2 		$1.71M Buy
69,548
+2,258
+3% +$52.5K 0.13% 149
2025
Q1 		$1.59M Buy
67,290
+1,107
+2% +$26.8K 0.13% 151
2024
Q4 		$1.57M Buy
66,183
+7,503
+13% +$182K 0.13% 147
2024
Q3 		$1.4M Buy
+58,680
New +$1.35M 0.12% 150

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
PS
Planned Solutions Folsom, California $349M AUM 23.38% 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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

KMG Fiduciary Partners's FNDX Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.91% in Q2 2026, buying an estimated $19.3K and bringing the position to 71,330 shares worth $2.22M. The position accounts for 0.21% of the portfolio, ranked #87.

KMG Fiduciary Partners first reported a position in FNDX in Q3 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • KMG Fiduciary Partners held 71,330 shares of Schwab Fundamental US Large Company Index ETF worth $2.22M as of Q2 2026.
  • KMG Fiduciary Partners bought 641 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $19.3K.
  • Schwab Fundamental US Large Company Index ETF made up 0.21% of KMG Fiduciary Partners's portfolio in Q2 2026, its #87 holding.
  • KMG Fiduciary Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 128 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.