Central Pacific Bank - Trust Division’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Central Pacific Bank - Trust Division’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 Q3	$2.36K	Buy	75 +33	+79%	+$1.06K	﹤0.01%	783
2026 Q2	$1.31K	Hold	42	–	–	﹤0.01%	824
2026 Q1	$1.17K	Hold	42	–	–	﹤0.01%	821
2025 Q4	$1.14K	Hold	42	–	–	﹤0.01%	804
2025 Q3	$1.1K	Hold	42	–	–	﹤0.01%	805
2025 Q2	$1.03K	Hold	42	–	–	﹤0.01%	814
2025 Q1	$992	Hold	42	–	–	﹤0.01%	819
2024 Q4	$995	Buy	+42	New	+$1.02K	﹤0.01%	850

Other funds holding FNDX

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Central Pacific Bank - Trust Division's FNDX Position: Q3 2026 in Review

Central Pacific Bank - Trust Division increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 79% in Q3 2026, buying an estimated $1.06K and bringing the position to 75 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Central Pacific Bank - Trust Division first reported a position in FNDX in Q4 2024 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Central Pacific Bank - Trust Division held 75 shares of Schwab Fundamental US Large Company Index ETF worth $2.36K as of Q3 2026.
Central Pacific Bank - Trust Division bought 33 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $1.06K.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Central Pacific Bank - Trust Division's portfolio in Q3 2026, its #783 holding.
Central Pacific Bank - Trust Division first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 8 quarters since.
29 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.