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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
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 $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

Curi RMB Capital's FNDX Position: Q1 2026 in Review

Curi RMB Capital increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 122% in Q1 2026, buying an estimated $381K and bringing the position to 24,449 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #529.

Curi RMB Capital first reported a position in FNDX in Q2 2025 and has held it in 4 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Curi RMB Capital held 24,449 shares of Schwab Fundamental US Large Company Index ETF worth $681K as of Q1 2026.
  • Curi RMB Capital bought 13,447 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $381K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #529 holding.
  • Curi RMB Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.