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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
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 $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stock Yards Bank & Trust's FNDX Position: Q1 2026 in Review

Stock Yards Bank & Trust increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 8.1% in Q1 2026, buying an estimated $84.1K and bringing the position to 39,695 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #205.

Stock Yards Bank & Trust first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. 778 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Stock Yards Bank & Trust held 39,695 shares of Schwab Fundamental US Large Company Index ETF worth $1.11M as of Q1 2026.
  • Stock Yards Bank & Trust bought 2,967 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $84.1K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #205 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 6 quarters since.
  • 778 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.