TPI
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Trust Point Inc’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Trust Point Inc’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 		$890K Buy
28,609
+3,245
+13% +$97.9K 0.08% 137
2026
Q1 		$706K Buy
25,364
+392
+2% +$11.1K 0.06% 171
2025
Q4 		$679K Hold
24,972
– – 0.05% 170
2025
Q3 		$657K Hold
24,972
– – 0.05% 169
2025
Q2 		$613K Buy
+24,972
New +$581K 0.06% 153

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Trust Point Inc's FNDX Position: Q2 2026 in Review

Trust Point Inc increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 13% in Q2 2026, buying an estimated $97.9K and bringing the position to 28,609 shares worth $890K. The position accounts for 0.08% of the portfolio, ranked #137.

Trust Point Inc first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Trust Point Inc held 28,609 shares of Schwab Fundamental US Large Company Index ETF worth $890K as of Q2 2026.
  • Trust Point Inc bought 3,245 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $97.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.08% of Trust Point Inc's portfolio in Q2 2026, its #137 holding.
  • Trust Point Inc first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 254 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.