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

Citizens Financial Group’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 		$276K Hold
8,873
– – ﹤0.01% 872
2026
Q1 		$247K Sell
8,873
-247
-3% -$7K ﹤0.01% 748
2025
Q4 		$248K Hold
9,120
– – ﹤0.01% 725
2025
Q3 		$240K Hold
9,120
– – ﹤0.01% 713
2025
Q2 		$224K Hold
9,120
– – ﹤0.01% 641
2025
Q1 		$215K Buy
9,120
+3
+0% +$73 ﹤0.01% 574
2024
Q4 		$216K Buy
+9,117
New +$221K ﹤0.01% 540
2024
Q3 		– Sell
-11,220
Closed -$252K – 569
2024
Q2 		$252K Buy
+11,220
New +$247K 0.01% 470

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

Citizens Financial Group's FNDX Position: Q2 2026 in Review

Citizens Financial Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 8,873 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Citizens Financial Group first reported a position in FNDX in Q2 2024 and has held it in 8 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Citizens Financial Group held 8,873 shares of Schwab Fundamental US Large Company Index ETF worth $276K as of Q2 2026.
  • Citizens Financial Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #872 holding.
  • Citizens Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.