RMP
FNDX icon

Richards, Merrill & Peterson’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Richards, Merrill & Peterson’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 		$39.8K Hold
1,281
– – 0.01% 250
2026
Q1 		$35.7K Hold
1,281
– – 0.01% 239
2025
Q4 		$34.9K Hold
1,281
– – 0.01% 226
2025
Q3 		$33.7K Hold
1,281
– – 0.01% 194
2025
Q2 		$31.4K Hold
1,281
– – 0.01% 183
2025
Q1 		$30.2K Hold
1,281
– – 0.02% 305
2024
Q4 		$30.3K Buy
+1,281
New +$31.1K 0.02% 289

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 22.96% 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

Richards, Merrill & Peterson's FNDX Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 1,281 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #250.

Richards, Merrill & Peterson first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Richards, Merrill & Peterson held 1,281 shares of Schwab Fundamental US Large Company Index ETF worth $39.8K as of Q2 2026.
  • Richards, Merrill & Peterson 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 Richards, Merrill & Peterson's portfolio in Q2 2026, its #250 holding.
  • Richards, Merrill & Peterson first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.