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Kuhn & Co Investment Counsel’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kuhn & Co Investment Counsel’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 		$1.42M Hold
45,507
– – 0.82% 36
2026
Q1 		$1.27M Buy
45,507
+3,639
+9% +$103K 0.82% 35
2025
Q4 		$1.14M Buy
41,868
+3,707
+10% +$99.2K 0.76% 35
2025
Q3 		$1M Hold
38,161
– – 0.79% 38
2025
Q2 		$936K Buy
38,161
+9,448
+33% +$220K 0.71% 42
2025
Q1 		$678K Buy
28,713
+566
+2% +$13.7K 0.57% 62
2024
Q4 		$667K Buy
28,147
+535
+2% +$13K 0.57% 57
2024
Q3 		$660K Buy
27,612
+1,206
+5% +$27.7K 0.56% 62
2024
Q2 		$590K Hold
26,406
– – 0.53% 56
2024
Q1 		$593K Buy
26,406
+3,324
+14% +$70.7K 0.56% 56
2023
Q4 		$477K Buy
+23,082
New +$444K 0.49% 70

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 22.94% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Kuhn & Co Investment Counsel's FNDX Position: Q2 2026 in Review

Kuhn & Co Investment Counsel held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 45,507 shares worth $1.42M. The position accounts for 0.82% of the portfolio, ranked #36.

Kuhn & Co Investment Counsel first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 421 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Kuhn & Co Investment Counsel held 45,507 shares of Schwab Fundamental US Large Company Index ETF worth $1.42M as of Q2 2026.
  • Kuhn & Co Investment Counsel left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.82% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #36 holding.
  • Kuhn & Co Investment Counsel first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 421 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.