Question 1

How many shares of FNDX does Clark Capital Management Group, Inc. own?

Accepted Answer

As of 2026-Q2, Clark Capital Management Group, Inc. holds 2.7M shares of FNDX (SCHWAB FNDMNTL US LRG CO ETF).

Question 2

What is Clark Capital Management Group, Inc.'s FNDX position worth?

Accepted Answer

As of 2026-Q2, Clark Capital Management Group, Inc.'s FNDX position is worth $83.5M.

Question 3

Is Clark Capital Management Group, Inc. buying or selling FNDX?

Accepted Answer

In 2026-Q2, Clark Capital Management Group, Inc. increased their FNDX position (+7.6% change in shares).

Question 4

When did Clark Capital Management Group, Inc. first buy FNDX?

Accepted Answer

Based on available 13F filings, Clark Capital Management Group, Inc. first reported a position in FNDX in 2021-Q3. They have held the position across 19 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.7M	+7.6%	$83.5M	0.5%	$31.10	38
2026-Q1	Increased	2.5M	+1.3%	$69.5M	0.4%	$28.70	36
2025-Q4	Decreased	2.5M	-11.5%	$67M	0.4%	$27.41	0
2025-Q3	Decreased	2.8M	-5.8%	$73.1M	0.5%	$26.16	0
2025-Q2	Increased	3M	+127.3%	$72.5M	0.5%	$24.24	67
2025-Q1	Decreased	1.3M	-14.4%	$30.7M	0.2%	$23.08	0
2024-Q4	Increased	1.5M	+209.6%	$35.9M	0.3%	$23.23	56
2024-Q3	Increased	490,037	+4.5%	$35.2M	0.2%	$23.32	36
2024-Q2	Increased	469,057	+0.3%	$31.4M	0.2%	$21.74	34
2024-Q1	Decreased	467,567	-37.7%	$31.5M	0.2%	$21.77	0
2023-Q4	Increased	750,964	+12.9%	$46.5M	0.4%	$19.93	39
2023-Q3	Increased	665,409	+23.2%	$37.2M	0.4%	$17.91	42
2023-Q2	Increased	540,287	+24.0%	$31.1M	0.3%	$18.17	42
2023-Q1	Increased	435,585	+5.5%	$23.9M	0.3%	$17.19	36
2022-Q4	New	413,053	-	$22.1M	0.2%	$16.85	47
2022-Q2	Exited	0	-100.0%	$0	0.0%	$16.00	0
2022-Q1	Increased	5.8M	+172.5%	$341.6M	3.8%	$18.41	92
2021-Q4	Increased	2.1M	+1431.3%	$125.6M	1.5%	$18.11	77
2021-Q3	New	139,940	-	$7.6M	0.1%	$16.84	45

FNDX19 quarters

FNDX
19 quarters