Ken Fisher's FNDX Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 14,939 shares of Schwab Fundamental U.S. Large Company ETF (FNDX) worth $464,606, representing 0.00% of the portfolio. First purchased in 2018-Q3, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in FNDX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 14,939 shares. Largest reduction occurred in Q1 2026, reducing 8,121 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Schwab Fundamental US Large Company ETF (FNDX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab Fundamental US Large Company ETF (FNDX) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +14,939 | New Buy | 14,939 | $31.10 |
| Q1 2026 | -8,121 | Sold Out | 0 | $0.00 |
| Q4 2025 | -5,250 | Reduce 39.26% | 8,121 | $27.21 |
| Q3 2025 | +245 | Add 1.87% | 13,371 | $26.30 |
| Q2 2025 | -7,602 | Reduce 36.68% | 13,126 | $24.54 |
| Q1 2025 | +7,697 | Add 59.07% | 20,728 | $23.61 |
| Q4 2024 | +13,031 | New Buy | 13,031 | $23.68 |
| Q2 2024 | -3,116 | Sold Out | 0 | $0.00 |
| Q1 2024 | -828 | Reduce 20.99% | 3,116 | $67.39 |
| Q4 2023 | -2,408 | Reduce 37.91% | 3,944 | $61.95 |
| Q3 2023 | +260 | Add 4.27% | 6,352 | $55.97 |
| Q2 2023 | +6,092 | New Buy | 6,092 | $57.58 |
| Q2 2022 | -7,862 | Sold Out | 0 | $0.00 |
| Q1 2022 | +4,006 | Add 103.89% | 7,862 | $58.51 |
| Q4 2021 | +3,856 | New Buy | 3,856 | $58.61 |
| Q2 2021 | -5,221 | Sold Out | 0 | $0.00 |
| Q1 2021 | +5,221 | New Buy | 5,221 | $51.71 |
| Q4 2018 | -7,006 | Sold Out | 0 | $0.00 |
| Q3 2018 | +7,006 | New Buy | 7,006 | $39.68 |
Ken Fisher's Schwab Fundamental US Large Company ETF Investment FAQs
Ken Fisher first purchased Schwab Fundamental U.S. Large Company ETF (FNDX) in Q3 2018, acquiring 7,006 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Schwab Fundamental U.S. Large Company ETF (FNDX) for 19 quarters since Q3 2018.
Ken Fisher's largest addition to Schwab Fundamental U.S. Large Company ETF (FNDX) was in Q2 2026, adding 14,939 shares worth $464,606.
According to the latest 13F filing for Q2 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 14,939 shares of Schwab Fundamental U.S. Large Company ETF (FNDX), valued at approximately $464,606.
As of the Q2 2026 filing, Schwab Fundamental U.S. Large Company ETF (FNDX) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Schwab Fundamental U.S. Large Company ETF (FNDX) was 20,728 shares, as reported at the end of Q1 2025.