Private Trust Company’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
Private Trust Company's FNDX Position: Q2 2026 in Review
Private Trust Company increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 41% in Q2 2026, buying an estimated $14K and bringing the position to 1,589 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.
Private Trust Company first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $115K in Q4 2025. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- Private Trust Company held 1,589 shares of Schwab Fundamental US Large Company Index ETF worth $49.4K as of Q2 2026.
- Private Trust Company bought 464 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $14K.
- Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1378 holding.
- Private Trust Company first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
- Private Trust Company's Schwab Fundamental US Large Company Index ETF position peaked at $115K in Q4 2025.
- 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.