RWMH
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Riverpoint Wealth Management Holdings’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Riverpoint Wealth Management Holdings’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.7M Buy
1,174,381
+16,609
+1% +$592K 8.21% 5
2026
Q1 		$37.5M Buy
1,157,772
+14,946
+1% +$500K 7.99% 5
2025
Q4 		$36M Buy
1,142,826
+22,347
+2% +$697K 7.73% 5
2025
Q3 		$34.9M Buy
1,120,479
+13,650
+1% +$415K 7.67% 5
2025
Q2 		$31.7M Buy
1,106,829
+37,945
+4% +$1.03M 7.46% 5
2025
Q1 		$29.3M Buy
1,068,884
+28,215
+3% +$825K 7.56% 5
2024
Q4 		$30.9M Sell
1,040,669
-8,583
-0.8% -$262K 8.06% 5
2024
Q3 		$31.3M Buy
1,049,252
+11,332
+1% +$326K 8.01% 5
2024
Q2 		$28.5M Buy
1,037,920
+2,534
+0.2% +$69.9K 7.91% 5
2024
Q1 		$29.5M Buy
1,035,386
+3,150
+0.3% +$85.9K 8.21% 5
2023
Q4 		$28.6M Buy
1,032,236
+34,650
+3% +$859K 8.41% 5
2023
Q3 		$24.2M Buy
997,586
+4,000
+0.4% +$102K 7.98% 5
2023
Q2 		$25.1M Buy
993,586
+25,128
+3% +$603K 7.95% 5
2023
Q1 		$23.6M Buy
968,458
+15,762
+2% +$394K 8.14% 5
2022
Q4 		$22.3M Buy
952,696
+4,382
+0.5% +$103K 8.22% 5
2022
Q3 		$20.2M Buy
948,314
+15,886
+2% +$379K 8.58% 5
2022
Q2 		$21.1M Buy
932,428
+16,330
+2% +$403K 8.49% 5
2022
Q1 		$24.5M Buy
916,098
+36,622
+4% +$972K 8.48% 5
2021
Q4 		$24.5M Buy
879,476
+3,358
+0.4% +$92.5K 8.3% 5
2021
Q3 		$23.1M Buy
876,118
+19,318
+2% +$513K 8.1% 5
2021
Q2 		$23.3M Sell
856,800
-15,390
-2% -$410K 6.44% 5
2021
Q1 		$22.1M Sell
872,190
-35,072
-4% -$849K 6.68% 5
2020
Q4 		$19.5M Buy
907,262
+12,934
+1% +$249K 6.15% 5
2020
Q3 		$14.8M Buy
894,328
+20,546
+2% +$345K 5.37% 5
2020
Q2 		$13.9M Buy
873,782
+278,304
+47% +$4.12M 5.41% 5
2020
Q1 		$7.7M Buy
595,478
+41,166
+7% +$730K 3.76% 7
2019
Q4 		$11.2M Buy
554,312
+30,796
+6% +$599K 4.43% 6
2019
Q3 		$9.88M Buy
523,516
+29,382
+6% +$549K 4.37% 6
2019
Q2 		$9.31M Buy
494,134
+21,460
+5% +$403K 4.24% 6
2019
Q1 		$8.8M Buy
472,674
+80,810
+21% +$1.48M 4.25% 7
2018
Q4 		$6.43M Sell
391,864
-147,268
-27% -$2.7M 3.57% 8
2018
Q3 		$11M Buy
539,132
+18,804
+4% +$385K 5.6% 5
2018
Q2 		$10.4M Buy
520,328
+21,196
+4% +$414K 5.77% 5
2018
Q1 		$9.29M Buy
499,132
+44,680
+10% +$847K 5.62% 5
2017
Q4 		$8.62M Buy
454,452
+23,528
+5% +$435K 5.37% 6
2017
Q3 		$7.87M Buy
430,924
+10,326
+2% +$179K 5.17% 6
2017
Q2 		$7.25M Buy
420,598
+25,620
+6% +$443K 5.11% 6
2017
Q1 		$6.71M Buy
394,978
+37,250
+10% +$644K 5.08% 7
2016
Q4 		$6.1M Buy
+357,728
New +$5.76M 4.95% 7

Other funds holding FNDA

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $201M AUM 18.7% 1-Year Est. Return

Riverpoint Wealth Management Holdings's FNDA Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1.4% in Q2 2026, buying an estimated $592K and bringing the position to 1,174,381 shares worth $44.7M. The position accounts for 8.21% of the portfolio, ranked #5.

Riverpoint Wealth Management Holdings first reported a position in FNDA in Q4 2016 and has held it in 39 quarters since. 218 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 1,174,381 shares of Schwab Fundamental US Small Company Index ETF worth $44.7M as of Q2 2026.
  • Riverpoint Wealth Management Holdings bought 16,609 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $592K.
  • Schwab Fundamental US Small Company Index ETF made up 8.21% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #5 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2016 and has held it in 39 quarters since.
  • 218 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.