Synovus Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Synovus Financial’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 Q3	$5.28M	Buy	200,766 +10,736	+6%	+$273K	0.06%	189
2025 Q2	$4.66M	Buy	190,030 +37,491	+25%	+$872K	0.06%	203
2025 Q1	$3.6M	Sell	152,539 -24,290	-14%	-$587K	0.05%	237
2024 Q4	$4.19M	Sell	176,829 -179,133	-50%	-$4.34M	0.05%	211
2024 Q3	$8.51M	Buy	355,962 +171,177	+93%	+$3.94M	0.1%	139
2024 Q2	$4.13M	Buy	184,785 +11,331	+7%	+$250K	0.05%	228
2024 Q1	$3.9M	Buy	173,454 +42,363	+32%	+$901K	0.05%	223
2023 Q4	$2.71M	Buy	131,091 +106,557	+434%	+$2.05M	0.04%	279
2023 Q3	$458K	Buy	+24,534	New	+$475K	0.01%	640

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 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

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synovus Financial's FNDX Position: Q3 2025 in Review

Synovus Financial increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.6% in Q3 2025, buying an estimated $273K and bringing the position to 200,766 shares worth $5.28M. The position accounts for 0.06% of the portfolio, ranked #189.

Synovus Financial first reported a position in FNDX in Q3 2023 and has held it in 9 quarters since. The position peaked at $8.51M in Q3 2024. 697 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

Synovus Financial held 200,766 shares of Schwab Fundamental US Large Company Index ETF worth $5.28M as of Q3 2025.
Synovus Financial bought 10,736 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $273K.
Schwab Fundamental US Large Company Index ETF made up 0.06% of Synovus Financial's portfolio in Q3 2025, its #189 holding.
Synovus Financial first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and has held it in 9 quarters since.
Synovus Financial's Schwab Fundamental US Large Company Index ETF position peaked at $8.51M in Q3 2024.
697 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.