Regions Financial Corp’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Regions 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 Q2	$275K	Sell	8,852 -6,055	-41%	-$183K	﹤0.01%	766
2026 Q1	$415K	Sell	14,907 -228	-2%	-$6.46K	﹤0.01%	653
2025 Q4	$412K	Sell	15,135 -1,412	-9%	-$37.8K	﹤0.01%	653
2025 Q3	$435K	Buy	16,547 +1,608	+11%	+$40.8K	﹤0.01%	646
2025 Q2	$367K	Hold	14,939	–	–	﹤0.01%	667
2025 Q1	$353K	Buy	14,939 +2,321	+18%	+$56.1K	﹤0.01%	648
2024 Q4	$299K	Hold	12,618	–	–	﹤0.01%	699
2024 Q3	$302K	Hold	12,618	–	–	﹤0.01%	705
2024 Q2	$282K	Buy	+12,618	New	+$278K	﹤0.01%	706
2023 Q3	–	Sell	-11,253	Closed	-$216K	–	811
2023 Q2	$216K	Buy	+11,253	New	+$208K	﹤0.01%	776
2019 Q2	–	Sell	-2,286	Closed	-$29K	–	1125
2019 Q1	$29K	Hold	2,286	–	–	﹤0.01%	1263
2018 Q4	$26K	Hold	2,286	–	–	﹤0.01%	1292
2018 Q3	$30K	Hold	2,286	–	–	﹤0.01%	1339
2018 Q2	$28K	Hold	2,286	–	–	﹤0.01%	1362
2018 Q1	$28K	Hold	2,286	–	–	﹤0.01%	1367
2017 Q4	$29K	Buy	+2,286	New	+$27.6K	﹤0.01%	1388

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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

Regions Financial Corp's FNDX Position: Q2 2026 in Review

Regions Financial Corp reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 41% in Q2 2026, selling an estimated $183K and leaving 8,852 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Regions Financial Corp first reported a position in FNDX in Q4 2017 and has held it in 16 quarters since. The position peaked at $435K in Q3 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Regions Financial Corp held 8,852 shares of Schwab Fundamental US Large Company Index ETF worth $275K as of Q2 2026.
Regions Financial Corp sold 6,055 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $183K.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Regions Financial Corp's portfolio in Q2 2026, its #766 holding.
Regions Financial Corp first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2017 and has held it in 16 quarters since.
Regions Financial Corp's Schwab Fundamental US Large Company Index ETF position peaked at $435K in Q3 2025.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Regions Financial Corp's 13F filing for Q2 2026, filed 10 Aug 2026.