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MidFirst Bank’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

MidFirst 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
2026
Q2 		$82.8K Hold
2,661
– – 0.01% 350
2026
Q1 		$74.1K Hold
2,661
– – 0.01% 348
2025
Q4 		$72.4K Buy
+2,661
New +$71.2K 0.01% 429

Other funds holding FNDX

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

MidFirst Bank's FNDX Position: Q2 2026 in Review

MidFirst Bank held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 2,661 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #350.

MidFirst Bank first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • MidFirst Bank held 2,661 shares of Schwab Fundamental US Large Company Index ETF worth $82.8K as of Q2 2026.
  • MidFirst Bank 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 MidFirst Bank's portfolio in Q2 2026, its #350 holding.
  • MidFirst Bank first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.