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

Whittier 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	$413K	Hold	13,158	–	–	﹤0.01%	508
2026 Q1	$370K	Hold	13,158	–	–	﹤0.01%	483
2025 Q4	$367K	Hold	13,158	–	–	﹤0.01%	486
2025 Q3	$349K	Hold	13,158	–	–	﹤0.01%	491
2025 Q2	$323K	Hold	13,158	–	–	﹤0.01%	569
2025 Q1	$311K	Hold	13,158	–	–	﹤0.01%	564
2024 Q4	$312K	Buy	+13,158	New	+$319K	﹤0.01%	579
2019 Q2	–	Sell	-351	Closed	-$4K	–	1402
2019 Q1	$4K	Buy	+351	New	+$4.31K	﹤0.01%	1152

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whittier Trust's FNDX Position: Q2 2026 in Review

Whittier Trust held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 13,158 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Whittier Trust first reported a position in FNDX in Q1 2019 and has held it in 8 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Whittier Trust held 13,158 shares of Schwab Fundamental US Large Company Index ETF worth $413K as of Q2 2026.
Whittier Trust left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #508 holding.
Whittier Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and has held it in 8 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.