Osbon Capital Management LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1784418
BOSTON, MA
Position in FNDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,454
+$4,949 QoQ
Shares Held
879
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#120
of 146 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,454 | 879 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $28,505 | 879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,697 | 879 | Shares | Sole | 2026-03-16 | |
| No filing history on record for this holder in this stock. | ||||||