Sandy Spring Bank’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sandy Spring Bank’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
2025 Q1	$149K	Buy	6,312 +633	+11%	+$15.3K	0.01%	404
2024 Q4	$134K	Sell	5,679 -429	-7%	-$10.4K	0.01%	415
2024 Q3	$146K	Buy	6,108 +429	+8%	+$9.87K	0.01%	415
2024 Q2	$127K	Buy	5,679 +243	+4%	+$5.36K	0.01%	421
2024 Q1	$122K	Sell	5,436 -1,962	-27%	-$41.7K	0.01%	428
2023 Q4	$153K	Hold	7,398	–	–	0.01%	393
2023 Q3	$138K	Hold	7,398	–	–	0.01%	390
2023 Q2	$142K	Buy	7,398 +4,926	+199%	+$91K	0.01%	396
2023 Q1	$45.3K	Hold	2,472	–	–	﹤0.01%	549
2022 Q4	$44K	Buy	+2,472	New	+$43.7K	﹤0.01%	553
2022 Q2	–	Sell	-960	Closed	-$19K	–	1147
2022 Q1	$19K	Buy	960 +234	+32%	+$4.51K	﹤0.01%	720
2021 Q4	$14K	Buy	726 +645	+796%	+$12.2K	﹤0.01%	832
2021 Q3	$1K	Buy	+81	New	+$1.49K	﹤0.01%	1099
2020 Q1	–	Sell	-4,146	Closed	-$59K	–	911
2019 Q4	$59K	Buy	+4,146	New	+$56.6K	﹤0.01%	445

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Sandy Spring Bank's FNDX Position: Q1 2025 in Review

Sandy Spring Bank increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 11% in Q1 2025, buying an estimated $15.3K and bringing the position to 6,312 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #404.

Sandy Spring Bank first reported a position in FNDX in Q4 2019 and has held it in 14 quarters since. The position peaked at $153K in Q4 2023. 637 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

Sandy Spring Bank held 6,312 shares of Schwab Fundamental US Large Company Index ETF worth $149K as of Q1 2025.
Sandy Spring Bank bought 633 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $15.3K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #404 holding.
Sandy Spring Bank first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and has held it in 14 quarters since.
Sandy Spring Bank's Schwab Fundamental US Large Company Index ETF position peaked at $153K in Q4 2023.
637 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.