Kovitz Investment Group Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kovitz Investment Group 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	$27.8M	Buy	893,291 +79,685	+10%	+$2.4M	0.62%	38
2026 Q1	$22.7M	Buy	+813,606	New	+$23.1M	0.53%	48
2025 Q4	–	Sell	-28,604	Closed	-$752K	–	763
2025 Q3	$752K	Sell	28,604 -489	-2%	-$12.4K	﹤0.01%	904
2025 Q2	$714K	Buy	29,093 +7,423	+34%	+$173K	﹤0.01%	873
2025 Q1	$512K	Sell	21,670 -1,352	-6%	-$32.7K	﹤0.01%	895
2024 Q4	$545K	Buy	23,022 +1,701	+8%	+$41.2K	﹤0.01%	869
2024 Q3	$510K	Buy	+21,321	New	+$491K	﹤0.01%	754

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 22.9% 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

Kovitz Investment Group Partners's FNDX Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9.8% in Q2 2026, buying an estimated $2.4M and bringing the position to 893,291 shares worth $27.8M. The position accounts for 0.62% of the portfolio, ranked #38.

Kovitz Investment Group Partners first reported a position in FNDX in Q3 2024 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Kovitz Investment Group Partners held 893,291 shares of Schwab Fundamental US Large Company Index ETF worth $27.8M as of Q2 2026.
Kovitz Investment Group Partners bought 79,685 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $2.4M.
Schwab Fundamental US Large Company Index ETF made up 0.62% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #38 holding.
Kovitz Investment Group Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 7 quarters since.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.