Koshinski Asset Management
FNDX icon

Koshinski Asset Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Koshinski Asset 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 		$1.36M Sell
43,829
-2,623
-6% -$79.2K 0.07% 239
2026
Q1 		$1.29M Buy
46,452
+30,099
+184% +$853K 0.08% 230
2025
Q4 		$445K Sell
16,353
-904
-5% -$24.2K 0.03% 457
2025
Q3 		$454K Sell
17,257
-1,432
-8% -$36.4K 0.03% 452
2025
Q2 		$459K Sell
18,689
-2,792
-13% -$65K 0.03% 426
2025
Q1 		$507K Sell
21,481
-3,714
-15% -$89.8K 0.04% 374
2024
Q4 		$597M Sell
25,195
-143
-0.6% -$3.47K 0.05% 331
2024
Q3 		$606K Buy
25,338
+7,344
+41% +$169K 0.05% 326
2024
Q2 		$404K Sell
17,994
-6,708
-27% -$148K 0.04% 396
2024
Q1 		$555K Buy
24,702
+12,846
+108% +$273K 0.06% 303
2023
Q4 		$245K Sell
11,856
-9,543
-45% -$184K 0.04% 438
2023
Q3 		$399K Sell
21,399
-627
-3% -$12.1K 0.05% 379
2023
Q2 		$423K Buy
22,026
+3,042
+16% +$56.2K 0.05% 379
2023
Q1 		$348K Buy
18,984
+3,549
+23% +$65.1K 0.03% 397
2022
Q4 		$275K Buy
+15,435
New +$273K 0.03% 479
2022
Q2 		– Sell
-2,625
Closed -$51.2K – 1080
2022
Q1 		$51.2K Buy
2,625
+561
+27% +$10.8K ﹤0.01% 1095
2021
Q4 		$40.3K Hold
2,064
– – ﹤0.01% 1219
2021
Q3 		$37.1K Buy
+2,064
New +$37.9K ﹤0.01% 1231

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

Koshinski Asset Management's FNDX Position: Q2 2026 in Review

Koshinski Asset Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.6% in Q2 2026, selling an estimated $79.2K and leaving 43,829 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #239.

Koshinski Asset Management first reported a position in FNDX in Q3 2021 and has held it in 18 quarters since. The position peaked at $597M in Q4 2024. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Koshinski Asset Management held 43,829 shares of Schwab Fundamental US Large Company Index ETF worth $1.36M as of Q2 2026.
  • Koshinski Asset Management sold 2,623 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $79.2K.
  • Schwab Fundamental US Large Company Index ETF made up 0.07% of Koshinski Asset Management's portfolio in Q2 2026, its #239 holding.
  • Koshinski Asset Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and has held it in 18 quarters since.
  • Koshinski Asset Management's Schwab Fundamental US Large Company Index ETF position peaked at $597M in Q4 2024.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.