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FNDX icon

BOK Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

BOK Financial’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 		$1.68K Buy
+54
New +$1.63K ﹤0.01% 1096
2025
Q3 		– Sell
-54
Closed -$1.32K – 1124
2025
Q2 		$1.32K Sell
54
-348
-87% -$8.1K ﹤0.01% 1066
2025
Q1 		$9.49K Buy
402
+348
+644% +$8.41K ﹤0.01% 986
2024
Q4 		$1.27K Hold
54
– – ﹤0.01% 1177
2024
Q3 		$1.28K Buy
+54
New +$1.24K ﹤0.01% 1164

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BOK Financial's FNDX Position: Q2 2026 in Review

BOK Financial opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 54 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: BOK Financial previously reported a position in FNDX as recently as Q2 2025.

BOK Financial first reported a position in FNDX in Q3 2024 and has held it in 5 quarters since. The position peaked at $9.49K in Q1 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • BOK Financial held 54 shares of Schwab Fundamental US Large Company Index ETF worth $1.68K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new BOK Financial position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1096 holding.
  • BOK Financial first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 5 quarters since.
  • BOK Financial's Schwab Fundamental US Large Company Index ETF position peaked at $9.49K in Q1 2025.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.