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Disclosery

FNDA SCHWAB STRATEGIC TR

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FUNDAMENTAL US S (fund)

446 managers (448 13F filers) reported a position in FNDA shares at 2024-12-31, 245,017,501 shares in all. 50 filers opened a position and 32 filers sold out during the quarter.

Managers
446
13F filers
448
New
50
Added
357
Reduced
6
Sold out
32
Shares held by filers
245,017,501

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arax Advisory Partners248$7.35K<0.01%+12513F-HRTimeline
Vermillion Wealth Management, Inc.233$6.91K<0.01%13F-HRTimeline
NFSG Corp228$6.77K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT222$6.59K<0.01%+11113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC217$6.43K<0.01%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.215$6.4K<0.01%+10813F-HRTimeline
Bogart Wealth, LLC204$6.06K<0.01%+10213F-HRTimeline
Truvestments Capital LLC192$5.7K<0.01%+9613F-HRTimeline
Element Wealth, LLC190$5.64K<0.01%+9513F-HRTimeline
JNBA Financial Advisors188$5.58K<0.01%+9413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC184$5.46K<0.01%+9213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN162$4.81K<0.01%+8113F-HRTimeline
EnRich Financial Partners LLC158$4.69K<0.01%+7913F-HRTimeline
Wiser Advisor Group LLC152$4.52K0.01%+7613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC134$3.98K<0.01%+6713F-HRTimelineGroup
OARSMAN CAPITAL, INC.114$3.39K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC107$3.17K<0.01%+5313F-HRTimeline
Founders Financial Alliance, LLC96$2.85K<0.01%+4813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC95$2.81K<0.01%+4813F-HRTimeline
Financial Management Professionals, Inc.81$2.41K<0.01%+3813F-HRTimeline
Anchor Investment Management, LLC80$2.38K<0.01%+4013F-HRTimeline
Investors Research Corp80$2.38K<0.01%+4013F-HRTimeline
Coppell Advisory Solutions LLC80$2.37K<0.01%+4013F-HRTimeline
United Community Bankin group United Community Bank76$2.26K<0.01%new13F-HRTimelineGroup
Robinswood Financial LLC60$1.78K<0.01%+3013F-HRTimeline
Wagner Wealth Management, LLC55$1.64K<0.01%+2813F-HRTimeline
Graney & King, LLC55$1.63K<0.01%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC52$1.54K<0.01%013F-HRTimeline
NBZ Investment Advisors LLC48$1.43K<0.01%13F-HRTimeline
Bullock Wealth Management Group48$1.43K<0.01%+2413F-HRTimeline
Peachtree Investment Partners, LLC46$1.37K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.45$1.33K<0.01%+2313F-HRTimeline
Wood Tarver Financial Group, LLC38$1K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC32$950<0.01%+1613F-HRTimeline
Byrne Asset Management LLC30$891<0.01%+1513F-HRTimeline
BOKF, NAin group BOKF, NA30$875<0.01%+1513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC28$832<0.01%+1413F-HRTimeline
Parkside Financial Bank & Trust26$773<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC24$709<0.01%+1213F-HRTimeline
Armor Investment Advisors, LLC22$653<0.01%new13F-HRTimeline
Hurley Capital, LLC20$606<0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC10$297<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…2$60<0.01%+113F-HRTimeline
Lindbrook Capital, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.16$00%+813F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-5113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.