Rice Partnership’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.45K Sell
111
-507
-82% -$15.3K ﹤0.01% 169
2026
Q1
$17.2K Hold
618
﹤0.01% 164
2025
Q4
$16.8K Hold
618
﹤0.01% 161
2025
Q3
$16.3K Hold
618
﹤0.01% 165
2025
Q2
$15.2K Hold
618
﹤0.01% 155
2025
Q1
$14.6K Sell
618
-2,668
-81% -$64.5K ﹤0.01% 135
2024
Q4
$77.8K Sell
3,286
-1,400
-30% -$33.9K 0.01% 117
2024
Q3
$112K Buy
4,686
+4,179
+824% +$96.1K 0.02% 113
2024
Q2
$11.3K Sell
507
-420
-45% -$9.26K ﹤0.01% 139
2024
Q1
$20.8K Buy
+927
New +$19.7K ﹤0.01% 127
2022
Q2
Sell
-1,359
Closed -$27K 125
2022
Q1
$27K Hold
1,359
0.01% 121
2021
Q4
$27K Hold
1,359
0.01% 120
2021
Q3
$24K Hold
1,359
0.01% 119
2021
Q2
$25K Buy
+1,359
New +$24.6K 0.01% 115

Other funds holding FNDX

Rice Partnership's FNDX Position: Q2 2026 in Review

Rice Partnership reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 82% in Q2 2026, selling an estimated $15.3K and leaving 111 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Rice Partnership first reported a position in FNDX in Q2 2021 and has held it in 14 quarters since. The position peaked at $112K in Q3 2024. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Rice Partnership held 111 shares of Schwab Fundamental US Large Company Index ETF worth $3.45K as of Q2 2026.
  • Rice Partnership sold 507 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $15.3K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #169 holding.
  • Rice Partnership first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2021 and has held it in 14 quarters since.
  • Rice Partnership's Schwab Fundamental US Large Company Index ETF position peaked at $112K in Q3 2024.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.