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

First United 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 		$11.8K Hold
380
– – ﹤0.01% 326
2026
Q1 		$10.6K Sell
380
-257
-40% -$7.28K ﹤0.01% 322
2025
Q4 		$17.3K Hold
637
– – 0.01% 297
2025
Q3 		$16.8K Buy
+637
New +$16.2K 0.01% 301

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

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

First United Bank & Trust held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 380 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

First United Bank & Trust first reported a position in FNDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.3K in Q4 2025. 286 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • First United Bank & Trust held 380 shares of Schwab Fundamental US Large Company Index ETF worth $11.8K as of Q2 2026.
  • First United Bank & Trust 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 First United Bank & Trust's portfolio in Q2 2026, its #326 holding.
  • First United Bank & Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
  • First United Bank & Trust's Schwab Fundamental US Large Company Index ETF position peaked at $17.3K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.