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Peapack-Gladstone Financial Corp’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Peapack-Gladstone Financial Corp’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 		$13.4M Buy
481,843
+35,199
+8% +$997K 0.17% 135
2025
Q4 		$12.2M Buy
446,644
+14,677
+3% +$393K 0.15% 145
2025
Q3 		$11.4M Buy
431,967
+24,396
+6% +$619K 0.15% 142
2025
Q2 		$10M Buy
407,571
+118,898
+41% +$2.77M 0.14% 150
2025
Q1 		$6.82M Sell
288,673
-8,382
-3% -$203K 0.1% 185
2024
Q4 		$7.03M Buy
297,055
+21,745
+8% +$527K 0.1% 176
2024
Q3 		$6.58M Buy
275,310
+7,470
+3% +$172K 0.09% 190
2024
Q2 		$5.98M Buy
267,840
+12,408
+5% +$274K 0.09% 191
2024
Q1 		$5.74M Buy
255,432
+9,405
+4% +$200K 0.09% 198
2023
Q4 		$5.08M Buy
246,027
+26,853
+12% +$516K 0.09% 205
2023
Q3 		$4.09M Buy
219,174
+11,250
+5% +$218K 0.08% 216
2023
Q2 		$3.99M Buy
207,924
+66,000
+47% +$1.22M 0.07% 227
2023
Q1 		$2.6M Sell
141,924
-3,120
-2% -$57.2K 0.05% 273
2022
Q4 		$2.58M Buy
145,044
+50,670
+54% +$897K 0.05% 270
2022
Q3 		$1.5M Sell
94,374
-20,520
-18% -$362K 0.03% 322
2022
Q2 		$1.95M Buy
114,894
+37,374
+48% +$688K 0.04% 268
2022
Q1 		$1.51M Buy
77,520
+12,570
+19% +$242K 0.03% 322
2021
Q4 		$1.27M Buy
+64,950
New +$1.23M 0.02% 351

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peapack-Gladstone Financial Corp's FNDX Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 7.9% in Q1 2026, buying an estimated $997K and bringing the position to 481,843 shares worth $13.4M. The position accounts for 0.17% of the portfolio, ranked #135.

Peapack-Gladstone Financial Corp first reported a position in FNDX in Q4 2021 and has held it in 18 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 481,843 shares of Schwab Fundamental US Large Company Index ETF worth $13.4M as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 35,199 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $997K.
  • Schwab Fundamental US Large Company Index ETF made up 0.17% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #135 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 18 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.