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

Simmons 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
2026 Q1	$308K	Hold	11,076	–	–	0.02%	296
2025 Q4	$301K	Hold	11,076	–	–	0.02%	293
2025 Q3	$291K	Hold	11,076	–	–	0.02%	294
2025 Q2	$272K	Hold	11,076	–	–	0.02%	307
2025 Q1	$262K	Hold	11,076	–	–	0.02%	299
2024 Q4	$262K	Hold	11,076	–	–	0.02%	300
2024 Q3	$265K	Buy	+11,076	New	+$255K	0.02%	298

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 $27.4B AUM 24.17% 1-Year Est. Return

BFA

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simmons Bank's FNDX Position: Q1 2026 in Review

Simmons Bank held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 11,076 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #296.

Simmons Bank first reported a position in FNDX in Q3 2024 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Simmons Bank held 11,076 shares of Schwab Fundamental US Large Company Index ETF worth $308K as of Q1 2026.
Simmons Bank left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Large Company Index ETF made up 0.02% of Simmons Bank's portfolio in Q1 2026, its #296 holding.
Simmons Bank first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 7 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.