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

Midwest 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 Q3	$796K	Hold	25,295	–	–	0.01%	397
2026 Q2	$787K	Buy	25,295 +6,691	+36%	+$202K	0.01%	382
2026 Q1	$518K	Sell	18,604 -750	-4%	-$21.3K	0.01%	433
2025 Q4	$527K	Buy	19,354 +186	+1%	+$4.98K	0.01%	426
2025 Q3	$504K	Sell	19,168 -2,457	-11%	-$62.4K	0.01%	420
2025 Q2	$531K	Buy	+21,625	New	+$503K	0.01%	411

Other funds holding FNDX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Midwest Trust's FNDX Position: Q3 2026 in Review

Midwest Trust held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2026 at 25,295 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #397.

Midwest Trust first reported a position in FNDX in Q2 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Midwest Trust held 25,295 shares of Schwab Fundamental US Large Company Index ETF worth $796K as of Q3 2026.
Midwest Trust left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #397 holding.
Midwest Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.