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Indiana Trust & Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Indiana Trust & Investment Management’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
2024
Q4 		– Sell
-2,091
Closed -$50K – 487
2024
Q3 		$50K Buy
+2,091
New +$48.1K 0.02% 297
2024
Q1 		– Sell
-1,830
Closed -$37.8K – 479
2023
Q4 		$37.8K Hold
1,830
– – 0.02% 279
2023
Q3 		$34.1K Buy
+1,830
New +$35.4K 0.02% 287

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Indiana Trust & Investment Management's FNDX Position: Q4 2024 in Review

Indiana Trust & Investment Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2024, closing a stake of 2,091 shares — an estimated $50K sold.

Indiana Trust & Investment Management first reported a position in FNDX in Q3 2023 and held it in 3 quarters. The position peaked at $50K in Q3 2024. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Indiana Trust & Investment Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 2,091 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $50K.
  • Indiana Trust & Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and held it in 3 quarters.
  • Indiana Trust & Investment Management's Schwab Fundamental US Large Company Index ETF position peaked at $50K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.