Rialto Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Rialto Wealth Management’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	$30.1K	Hold	969	–	–	0.01%	375
2026 Q1	$27K	Hold	969	–	–	0.01%	345
2025 Q4	$26.4K	Hold	969	–	–	0.01%	337
2025 Q3	$25.5K	Hold	969	–	–	0.01%	326
2025 Q2	$23.8K	Hold	969	–	–	0.01%	339
2025 Q1	$22.9K	Hold	969	–	–	0.01%	336
2024 Q4	$22.9K	Buy	+969	New	+$23.5K	0.01%	333

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

Rialto Wealth Management's FNDX Position: Q2 2026 in Review

Rialto Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 969 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #375.

Rialto Wealth Management first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Rialto Wealth Management held 969 shares of Schwab Fundamental US Large Company Index ETF worth $30.1K as of Q2 2026.
Rialto Wealth Management 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 Rialto Wealth Management's portfolio in Q2 2026, its #375 holding.
Rialto Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.