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B. Riley Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

B. Riley Wealth 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
2025
Q3 		– Sell
-8,220
Closed -$202K – 1115
2025
Q2 		$202K Buy
+8,220
New +$191K 0.01% 897
2024
Q4 		$256K Sell
10,811
-46
-0.4% -$1.11K 0.01% 939
2024
Q3 		$259K Sell
10,857
-561
-5% -$12.9K 0.01% 1024
2024
Q2 		$256K Sell
11,418
-29,412
-72% -$648K 0.01% 1101
2024
Q1 		$762K Buy
40,830
+4,260
+12% +$90.6K 0.02% 609
2023
Q4 		$755K Sell
36,570
-4,260
-10% -$81.9K 0.02% 626
2023
Q3 		$762K Buy
40,830
+1,473
+4% +$28.5K 0.02% 609
2023
Q2 		$755K Sell
39,357
-1,227
-3% -$22.7K 0.02% 672
2023
Q1 		$743K Sell
40,584
-2,487
-6% -$45.6K 0.02% 649
2022
Q4 		$767K Buy
43,071
+12,012
+39% +$213K 0.02% 630
2022
Q3 		$495K Sell
31,059
-1,359
-4% -$24K 0.01% 764
2022
Q2 		$551K Sell
32,418
-589,434
-95% -$10.9M 0.02% 622
2022
Q1 		$12.1M Buy
621,852
+366,423
+143% +$7.06M 0.4% 48
2021
Q4 		$4.99M Buy
255,429
+233,343
+1,057% +$4.43M 0.14% 151
2021
Q3 		$398K Buy
22,086
+4,488
+26% +$82.4K 0.01% 894
2021
Q2 		$321K Hold
17,598
– – 0.01% 987
2021
Q1 		$304K Buy
+17,598
New +$287K 0.01% 992

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
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
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's FNDX Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2025, closing a stake of 8,220 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in FNDX in Q1 2021 and held it in 17 quarters. The position peaked at $12.1M in Q1 2022. 696 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,220 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2021 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $12.1M in Q1 2022.
  • 696 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.