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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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Midwest Trust's FNDX Position: Q2 2026 in Review

Midwest Trust increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 36% in Q2 2026, buying an estimated $202K and bringing the position to 25,295 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #382.

Midwest Trust first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Midwest Trust held 25,295 shares of Schwab Fundamental US Large Company Index ETF worth $787K as of Q2 2026.
  • Midwest Trust bought 6,691 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $202K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #382 holding.
  • Midwest Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.