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Osbon Capital Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Osbon Capital Management’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
Q1 		$28.5K Hold
879
– – 0.02% 195
2025
Q4 		$27.7K Buy
+879
New +$27.4K 0.03% 156

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osbon Capital Management's FNDA Position: Q1 2026 in Review

Osbon Capital Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 879 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #195.

Osbon Capital Management first reported a position in FNDA in Q4 2025 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Osbon Capital Management held 879 shares of Schwab Fundamental US Small Company Index ETF worth $28.5K as of Q1 2026.
  • Osbon Capital Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #195 holding.
  • Osbon Capital Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.