Parkside Financial Bank & Trust’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Parkside Financial Bank & 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	$21.4K	Hold	769	–	–	﹤0.01%	1276
2025 Q4	$20.9K	Buy	769 +717	+1,379%	+$19.2K	﹤0.01%	1286
2025 Q3	$1.36K	Buy	52 +1	+2%	+$25	﹤0.01%	2156
2025 Q2	$1.26K	Hold	51	–	–	﹤0.01%	2166
2025 Q1	$1.21K	Hold	51	–	–	﹤0.01%	2041
2024 Q4	$1.21K	Buy	+51	New	+$1.24K	﹤0.01%	1706

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 $30.4B AUM 27.51% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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 $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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Parkside Financial Bank & Trust's FNDX Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 769 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Parkside Financial Bank & Trust first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. 780 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Parkside Financial Bank & Trust held 769 shares of Schwab Fundamental US Large Company Index ETF worth $21.4K as of Q1 2026.
Parkside Financial Bank & 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 Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1276 holding.
Parkside Financial Bank & Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
780 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.