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Crews Bank & Trust’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Crews Bank & Trust’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 		$8.89K Buy
+286
New +$8.63K ﹤0.01% 551
2025
Q4 		– Sell
-48
Closed -$1.26K – 632
2025
Q3 		$1.26K Buy
+48
New +$1.22K ﹤0.01% 614
2025
Q2 		– Sell
-168
Closed -$3.97K – 625
2025
Q1 		$3.97K Hold
168
– – ﹤0.01% 568
2024
Q4 		$3.98K Buy
+168
New +$4.07K ﹤0.01% 571

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

Crews Bank & Trust's FNDX Position: Q2 2026 in Review

Crews Bank & Trust opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 286 shares worth $8.89K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Crews Bank & Trust previously reported a position in FNDX as recently as Q3 2025.

Crews Bank & Trust first reported a position in FNDX in Q4 2024 and has held it in 4 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Crews Bank & Trust held 286 shares of Schwab Fundamental US Large Company Index ETF worth $8.89K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Crews Bank & Trust position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #551 holding.
  • Crews Bank & Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 4 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.