Richardson Capital Management’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
$32.1M Buy
1,032,253
+25,428
+3% +$767K 13.72% 3
2026
Q1
$28M Buy
1,006,825
+194,728
+24% +$5.52M 13.54% 3
2025
Q4
$22.1M Sell
812,097
-60,007
-7% -$1.61M 11.09% 3
2025
Q3
$22.9M Buy
872,104
+871,891
+409,338% +$22.1M 10.9% 3
2025
Q2
$5.22K Buy
213
+1
+0.5% +$23 ﹤0.01% 178
2025
Q1
$5K Buy
+212
New +$5.13K ﹤0.01% 184

Other funds holding FNDX

Richardson Capital Management's FNDX Position: Q2 2026 in Review

Richardson Capital Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.5% in Q2 2026, buying an estimated $767K and bringing the position to 1,032,253 shares worth $32.1M. The position accounts for 13.72% of the portfolio, ranked #3.

Richardson Capital Management first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Richardson Capital Management held 1,032,253 shares of Schwab Fundamental US Large Company Index ETF worth $32.1M as of Q2 2026.
  • Richardson Capital Management bought 25,428 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $767K.
  • Schwab Fundamental US Large Company Index ETF made up 13.72% of Richardson Capital Management's portfolio in Q2 2026, its #3 holding.
  • Richardson Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.