WTA
FNDX icon

Washington Trust Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Washington Trust Advisors’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 		$20.6M Sell
739,590
-13,777
-2% -$390K 1.67% 16
2025
Q4 		$20.5M Sell
753,367
-4,479
-0.6% -$120K 1.57% 19
2025
Q3 		$19.9M Sell
757,846
-21,782
-3% -$553K 1.52% 18
2025
Q2 		$19.1M Sell
779,628
-3,279
-0.4% -$76.3K 1.55% 18
2025
Q1 		$18.5M Sell
782,907
-1,276
-0.2% -$30.8K 1.64% 22
2024
Q4 		$18.6M Sell
784,183
-26,267
-3% -$637K 1.55% 22
2024
Q3 		$19.4M Sell
810,450
-35,934
-4% -$827K 1.67% 20
2024
Q2 		$18.9M Sell
846,384
-30,927
-4% -$682K 1.74% 19
2024
Q1 		$19.7M Sell
877,311
-12,456
-1% -$265K 1.81% 19
2023
Q4 		$18.4M Sell
889,767
-62,349
-7% -$1.2M 1.76% 20
2023
Q3 		$17.8M Sell
952,116
-15,846
-2% -$306K 1.82% 20
2023
Q2 		$18.6M Buy
967,962
+16,098
+2% +$297K 1.8% 20
2023
Q1 		$17.4M Sell
951,864
-39,594
-4% -$726K 1.77% 21
2022
Q4 		$17.7M Sell
991,458
-2,223,453
-69% -$39.3M 1.93% 18
2022
Q3 		$51.2M Buy
3,214,911
+180,588
+6% +$3.19M 4.79% 2
2022
Q2 		$51.5M Buy
3,034,323
+195,315
+7% +$3.6M 4.54% 2
2022
Q1 		$55.4M Buy
2,839,008
+226,746
+9% +$4.37M 3.93% 2
2021
Q4 		$51M Buy
+2,612,262
New +$49.6M 3.45% 3

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 $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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 $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Washington Trust Advisors's FNDX Position: Q1 2026 in Review

Washington Trust Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.8% in Q1 2026, selling an estimated $390K and leaving 739,590 shares worth $20.6M. The position accounts for 1.67% of the portfolio, ranked #16.

Washington Trust Advisors first reported a position in FNDX in Q4 2021 and has held it in 18 quarters since. The position peaked at $55.4M in Q1 2022. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Washington Trust Advisors held 739,590 shares of Schwab Fundamental US Large Company Index ETF worth $20.6M as of Q1 2026.
  • Washington Trust Advisors sold 13,777 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $390K.
  • Schwab Fundamental US Large Company Index ETF made up 1.67% of Washington Trust Advisors's portfolio in Q1 2026, its #16 holding.
  • Washington Trust Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $55.4M in Q1 2022.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.