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Stock Yards Bank & Trust’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Stock Yards Bank & Trust’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 		$1.29M Buy
41,568
+1,873
+5% +$56.5K 0.04% 202
2026
Q1 		$1.11M Buy
39,695
+2,967
+8% +$84.1K 0.03% 205
2025
Q4 		$999K Buy
36,728
+344
+0.9% +$9.2K 0.03% 212
2025
Q3 		$957K Hold
36,384
– – 0.03% 220
2025
Q2 		$893K Buy
36,384
+6,546
+22% +$152K 0.03% 219
2025
Q1 		$704K Buy
29,838
+4,242
+17% +$103K 0.03% 232
2024
Q4 		$606K Buy
+25,596
New +$621K 0.02% 241

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stock Yards Bank & Trust's FNDX Position: Q2 2026 in Review

Stock Yards Bank & Trust increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.7% in Q2 2026, buying an estimated $56.5K and bringing the position to 41,568 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #202.

Stock Yards Bank & Trust first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Stock Yards Bank & Trust held 41,568 shares of Schwab Fundamental US Large Company Index ETF worth $1.29M as of Q2 2026.
  • Stock Yards Bank & Trust bought 1,873 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $56.5K.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of Stock Yards Bank & Trust's portfolio in Q2 2026, its #202 holding.
  • Stock Yards Bank & Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.