Name Net new
positions
New positions Closed positions Return since
30 Sep ‘13
2026
2 3 1 102%
2027
2 3 1 100%
2028
2 3 1 21.4%
RDGT
2029
Ridgetech Inc
RDGT
$46.4M
2 2 0 98.5%
2030
2 2 0 167%
2031
2 2 0 197%
2032
2 2 0 99.8%
2033
2 2 0 213%
2034
2 3 1 69.8%
2035
2 2 0
FNDX icon
2036
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
2 2 0 241%
2037
2 2 0 42.8%
2038
2 2 0 167%
2039
2 2 0 233%
2040
2 2 0 76.6%
2041
2 2 0 136%
2042
1 75 74 86%
2043
1 54 53 2.91%
2044
1 44 43 168%
2045
1 31 30 97.5%
2046
1 37 36 75.3%
2047
1 59 58 68.7%
2048
1 32 31 104%
2049
1 45 44 304%
2050
1 50 49 194%