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

First Community 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 Q3	$31.6M	Buy	1,005,298 +1,002,319	+33,646%	+$32.1M	10.54%	3
2026 Q2	$92.6K	Hold	2,979	–	–	0.04%	124
2026 Q1	$83K	Hold	2,979	–	–	0.06%	130
2025 Q4	$81.1K	Hold	2,979	–	–	0.06%	125
2025 Q3	$78.3K	Hold	2,979	–	–	0.06%	129
2025 Q2	$73.1K	Sell	2,979 -2,979	-50%	-$69.3K	0.06%	132
2025 Q1	$141K	Hold	5,958	–	–	0.12%	96
2024 Q4	$141K	Hold	5,958	–	–	0.1%	102
2024 Q3	$143K	Buy	+5,958	New	+$137K	0.12%	104

Other funds holding FNDX

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

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

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Community Trust's FNDX Position: Q3 2026 in Review

First Community Trust increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 33,646% in Q3 2026, buying an estimated $32.1M and bringing the position to 1,005,298 shares worth $31.6M. The position accounts for 10.54% of the portfolio, ranked #3.

First Community Trust first reported a position in FNDX in Q3 2024 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

First Community Trust held 1,005,298 shares of Schwab Fundamental US Large Company Index ETF worth $31.6M as of Q3 2026.
First Community Trust bought 1,002,319 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $32.1M.
Schwab Fundamental US Large Company Index ETF made up 10.54% of First Community Trust's portfolio in Q3 2026, its #3 holding.
First Community Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 9 quarters since.
26 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.