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Curi RMB Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Curi RMB Capital’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 		$458K Sell
14,734
-9,715
-40% -$293K 0.01% 636
2026
Q1 		$681K Buy
24,449
+13,447
+122% +$381K 0.01% 529
2025
Q4 		$299K Buy
11,002
+686
+7% +$18.4K 0.01% 752
2025
Q3 		$271K Buy
10,316
+568
+6% +$14.4K 0.01% 625
2025
Q2 		$239K Buy
+9,748
New +$227K ﹤0.01% 626

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Curi RMB Capital's FNDX Position: Q2 2026 in Review

Curi RMB Capital reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 40% in Q2 2026, selling an estimated $293K and leaving 14,734 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #636.

Curi RMB Capital first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $681K in Q1 2026. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Curi RMB Capital held 14,734 shares of Schwab Fundamental US Large Company Index ETF worth $458K as of Q2 2026.
  • Curi RMB Capital sold 9,715 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $293K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #636 holding.
  • Curi RMB Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Curi RMB Capital's Schwab Fundamental US Large Company Index ETF position peaked at $681K in Q1 2026.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.