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

Riverchase 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	$2.67M	Sell	85,748 -304	-0.4%	-$9.17K	1.24%	14
2026 Q1	$2.4M	Hold	86,052	–	–	1.25%	15
2025 Q4	$2.34M	Hold	86,052	–	–	1.27%	16
2025 Q3	$2.26M	Hold	86,052	–	–	1.28%	15
2025 Q2	$2.11M	Sell	86,052 -7,287	-8%	-$170K	1.34%	16
2025 Q1	$2.2M	Sell	93,339 -1,292	-1%	-$31.2K	1.54%	12
2024 Q4	$2.24M	Buy	+94,631	New	+$2.29M	1.68%	13

Other funds holding FNDX

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

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

Riverchase Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.35% in Q2 2026, selling an estimated $9.17K and leaving 85,748 shares worth $2.67M. The position accounts for 1.24% of the portfolio, ranked #14.

Riverchase Wealth Management first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Riverchase Wealth Management held 85,748 shares of Schwab Fundamental US Large Company Index ETF worth $2.67M as of Q2 2026.
Riverchase Wealth Management sold 304 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $9.17K.
Schwab Fundamental US Large Company Index ETF made up 1.24% of Riverchase Wealth Management's portfolio in Q2 2026, its #14 holding.
Riverchase 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.
286 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.