Colonial Trust’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Colonial Trust's FNDX Position: Q1 2026 in Review

Colonial Trust increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 138% in Q1 2026, buying an estimated $1.17M and bringing the position to 71,017 shares worth $1.98M. The position accounts for 0.27% of the portfolio, ranked #90.

Colonial Trust first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

• Colonial Trust held 71,017 shares of Schwab Fundamental US Large Company Index ETF worth $1.98M as of Q1 2026.
• Colonial Trust bought 41,224 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $1.17M.
• Schwab Fundamental US Large Company Index ETF made up 0.27% of Colonial Trust's portfolio in Q1 2026, its #90 holding.
• Colonial Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
• 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.