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Osbon Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Osbon Capital Management’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.4K Hold
660
– – 0.02% 240
2025
Q4 		$18K Buy
+660
New +$17.7K 0.02% 188

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osbon Capital Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 660 shares worth $18.4K. The position accounts for 0.02% of the portfolio, ranked #240.

Osbon Capital Management first reported a position in FNDX in Q4 2025 and has held it in 2 quarters since. 777 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Osbon Capital Management held 660 shares of Schwab Fundamental US Large Company Index ETF worth $18.4K as of Q1 2026.
  • Osbon Capital Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #240 holding.
  • Osbon Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 777 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

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