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

SouthState 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	$268K	Sell	8,632 -328	-4%	-$9.9K	0.01%	316
2026 Q1	$250K	Buy	8,960 +1	+0%	+$28	0.01%	301
2025 Q4	$244K	Sell	8,959 -2,245	-20%	-$60.1K	0.01%	306
2025 Q3	$295K	Sell	11,204 -30,427	-73%	-$773K	0.01%	285
2025 Q2	$1.02M	Sell	41,631 -477	-1%	-$11.1K	0.04%	201
2025 Q1	$994K	Buy	42,108 +33,798	+407%	+$817K	0.05%	200
2024 Q4	$197K	Hold	8,310	–	–	0.01%	263
2024 Q3	$199K	Sell	8,310 -1,653	-17%	-$38K	0.01%	254
2024 Q2	$222K	Sell	9,963 -228	-2%	-$5.03K	0.02%	251
2024 Q1	$229K	Buy	+10,191	New	+$217K	0.02%	240

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

SouthState Corp's FNDX Position: Q2 2026 in Review

SouthState Corp reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.7% in Q2 2026, selling an estimated $9.9K and leaving 8,632 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #316.

SouthState Corp first reported a position in FNDX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

SouthState Corp held 8,632 shares of Schwab Fundamental US Large Company Index ETF worth $268K as of Q2 2026.
SouthState Corp sold 328 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $9.9K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #316 holding.
SouthState Corp first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 10 quarters since.
SouthState Corp's Schwab Fundamental US Large Company Index ETF position peaked at $1.02M in Q2 2025.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.