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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

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

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. 839 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.
  • 839 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.