LKBC
FNDX icon

L.K. Benson & Company’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

L.K. Benson & Company’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 		$834K Buy
26,818
+93
+0.3% +$2.81K 0.25% 57
2026
Q1 		$744K Buy
26,725
+99
+0.4% +$2.81K 0.25% 60
2025
Q4 		$724K Sell
26,626
-5
-0% -$134 0.36% 62
2025
Q3 		$700K Buy
26,631
+101
+0.4% +$2.56K 0.38% 56
2025
Q2 		$651K Buy
26,530
+170
+0.6% +$3.96K 0.4% 56
2025
Q1 		$622K Sell
26,360
-10
-0% -$242 0.43% 55
2024
Q4 		$624K Buy
+26,370
New +$639K 0.44% 51

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
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

L.K. Benson & Company's FNDX Position: Q2 2026 in Review

L.K. Benson & Company increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.35% in Q2 2026, buying an estimated $2.81K and bringing the position to 26,818 shares worth $834K. The position accounts for 0.25% of the portfolio, ranked #57.

L.K. Benson & Company first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • L.K. Benson & Company held 26,818 shares of Schwab Fundamental US Large Company Index ETF worth $834K as of Q2 2026.
  • L.K. Benson & Company bought 93 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $2.81K.
  • Schwab Fundamental US Large Company Index ETF made up 0.25% of L.K. Benson & Company's portfolio in Q2 2026, its #57 holding.
  • L.K. Benson & Company first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 286 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.