Question 1

How many shares of FNDX does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 2M shares of FNDX (SCHWAB FNDMNTL US LRG CO ETF).

Question 2

What is OSAIC HOLDINGS, INC.'s FNDX position worth?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s FNDX position is worth $63.6M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling FNDX?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. increased their FNDX position (+57.3% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy FNDX?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in FNDX in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2M	+57.3%	$63.6M	0.1%	$31.10	42
2026-Q1	Decreased	1.3M	-36.8%	$36.2M	0.1%	$28.70	0
2025-Q4	Decreased	2.1M	-9.7%	$56M	0.1%	$27.41	0
2025-Q3	Increased	2.3M	+22.1%	$59.8M	0.1%	$26.16	35
2025-Q2	Decreased	1.9M	-20.5%	$45.8M	0.1%	$24.24	0
2025-Q1	Increased	2.3M	+42.4%	$55.5M	0.1%	$23.08	47
2024-Q4	Increased	1.6M	+164.5%	$39.1M	0.1%	$23.23	47
2024-Q3	Decreased	623,494	-0.1%	$44.7M	0.1%	$23.32	0

FNDXShowing 8 of 26 quarters

FNDX
Showing 8 of 26 quarters