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

Glenmede 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 Q1	$194K	Hold	6,979	–	–	﹤0.01%	1320
2025 Q4	$190K	Buy	+6,979	New	+$187K	﹤0.01%	1291
2025 Q1	$81K	Buy	+3,432	New	+$83K	﹤0.01%	1290
2023 Q4	–	Sell	-582	Closed	-$10.9K	–	1315
2023 Q3	$10.9K	Sell	582 -1,185	-67%	-$22.9K	﹤0.01%	1232
2023 Q2	$32.3K	Hold	1,767	–	–	﹤0.01%	1217
2023 Q1	$32.3K	Buy	1,767 +1,185	+204%	+$21.7K	﹤0.01%	1223
2022 Q4	$10.4K	Hold	582	–	–	﹤0.01%	1252
2022 Q3	$9K	Hold	582	–	–	﹤0.01%	1250
2022 Q2	$9K	Hold	582	–	–	﹤0.01%	1257
2022 Q1	$11K	Hold	582	–	–	﹤0.01%	1289
2021 Q4	$11K	Hold	582	–	–	﹤0.01%	1295
2021 Q3	$10K	Buy	+582	New	+$10.7K	﹤0.01%	1266
2021 Q2	–	Sell	-486	Closed	-$8K	–	1290
2021 Q1	$8K	Buy	+486	New	+$7.92K	﹤0.01%	1173
2020 Q2	–	Sell	-8,943	Closed	-$127K	–	2503
2020 Q1	$127K	Hold	8,943	–	–	﹤0.01%	1338
2019 Q4	$127K	Hold	8,943	–	–	﹤0.01%	1338
2019 Q3	$117	Hold	8,943	–	–	﹤0.01%	1353
2019 Q2	$116	Sell	8,943 -12,462	-58%	-$160K	﹤0.01%	1342
2019 Q1	$270	Buy	+21,405	New	+$263K	﹤0.01%	1075

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenmede Trust's FNDX Position: Q1 2026 in Review

Glenmede Trust held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 6,979 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Glenmede Trust first reported a position in FNDX in Q1 2019 and has held it in 18 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Glenmede Trust held 6,979 shares of Schwab Fundamental US Large Company Index ETF worth $194K as of Q1 2026.
Glenmede Trust left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Glenmede Trust's portfolio in Q1 2026, its #1320 holding.
Glenmede Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and has held it in 18 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.