John Overdeck’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

John Overdeck’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	-18,900	Closed	-$613K	–	5179
2026 Q1	$613K	Buy	+18,900	New	+$633K	﹤0.01%	3596
2025 Q4	–	Sell	-22,100	Closed	-$689K	–	4170
2025 Q3	$689K	Buy	+22,100	New	+$671K	﹤0.01%	2818
2024 Q4	–	Sell	-20,400	Closed	-$608K	–	3294
2024 Q3	$608K	Buy	+20,400	New	+$586K	﹤0.01%	2372
2024 Q1	–	Sell	-132,800	Closed	-$3.68M	–	3129
2023 Q4	$3.68M	Buy	132,800 +65,800	+98%	+$1.63M	0.01%	1151
2023 Q3	$1.62M	Buy	+67,000	New	+$1.71M	﹤0.01%	1571

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

John Overdeck's FNDA Position: Q2 2026 in Review

John Overdeck sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026, closing a stake of 18,900 shares — an estimated $613K sold.

John Overdeck first reported a position in FNDA in Q3 2023 and held it in 5 quarters. The position peaked at $3.68M in Q4 2023. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

John Overdeck reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 18,900 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $613K.
John Overdeck first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2023 and held it in 5 quarters.
John Overdeck's Schwab Fundamental US Small Company Index ETF position peaked at $3.68M in Q4 2023.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.