Riverpoint Wealth Management Holdings, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1682733
CHICAGO, IL
Position in FNDA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$37,546,545
+$1,536,098 QoQ
Shares Held
1,157,772
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
32.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,546,545 | 1,157,772 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $36,010,447 | 1,142,826 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,914,125 | 1,120,479 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,710,650 | 1,106,829 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $29,276,732 | 1,068,884 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $30,907,869 | 1,040,669 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $31,251,970 | 524,626 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $28,501,283 | 518,960 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $29,524,031 | 517,693 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $28,567,131 | 516,118 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,186,472 | 498,793 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $25,063,206 | 496,793 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $23,567,425 | 484,229 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $22,254,978 | 476,348 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $20,161,155 | 474,157 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $21,096,183 | 466,214 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $24,487,299 | 458,049 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $24,453,830 | 439,738 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $23,076,948 | 438,059 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $23,300,676 | 428,400 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $22,092,572 | 436,095 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $19,469,842 | 453,631 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $14,778,770 | 447,164 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $13,858,182 | 436,891 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $7,702,507 | 297,739 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||