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Beacon Capital Management Inc (Ohio)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		– Sell
-2,158
Closed -$70K – 133
2026
Q1 		$70K Buy
+2,158
New +$72.2K ﹤0.01% 69

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RWMH
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Beacon Capital Management Inc (Ohio)'s FNDA Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026, closing a stake of 2,158 shares — an estimated $70K sold.

Beacon Capital Management Inc (Ohio) first reported a position in FNDA in Q1 2026 and held it in 1 quarter. The position peaked at $70K in Q1 2026. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 2,158 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $70K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Schwab Fundamental US Small Company Index ETF position peaked at $70K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.