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

First Western Trust Bank’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
2025
Q2 		– Sell
-11,794
Closed -$278K – 198
2025
Q1 		$278K Buy
+11,794
New +$285K 0.01% 155

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First Western Trust Bank's FNDX Position: Q2 2025 in Review

First Western Trust Bank sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025, closing a stake of 11,794 shares — an estimated $278K sold.

First Western Trust Bank first reported a position in FNDX in Q1 2025 and held it in 1 quarter. The position peaked at $278K in Q1 2025. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • First Western Trust Bank reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • First Western Trust Bank sold 11,794 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $278K.
  • First Western Trust Bank first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and held it in 1 quarter.
  • First Western Trust Bank's Schwab Fundamental US Large Company Index ETF position peaked at $278K in Q1 2025.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on First Western Trust Bank's 13F filing for Q2 2025, filed 8 Aug 2025.