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FNDA SCHWAB STRATEGIC TR

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FUNDAMENTAL US S (fund)

423 managers (426 13F filers) reported a position in FNDA shares at 2025-03-31, 246,989,133 shares in all. 40 filers opened a position and 59 filers sold out during the quarter.

Managers
423
13F filers
426
New
40
Added
181
Reduced
114
Sold out
59
Shares held by filers
246,989,133

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Anchor Investment Management, LLC80$2.19K<0.01%013F-HRTimeline
Investors Research Corp80$2.19K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.70$1.92K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC65$1.79K<0.01%+1013F-HRTimeline
Robinswood Financial LLC60$1.65K<0.01%013F-HRTimeline
Rossby Financial, LCC61$1.6K<0.01%new13F-HRTimeline
Graney & King, LLC55$1.51K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC52$1.42K<0.01%013F-HRTimeline
Bullock Wealth Management Group48$1.32K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC48$1.31K<0.01%-46213F-HR/ATimeline
Peachtree Investment Partners, LLC46$1.26K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC42$1.15K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …38$1.04K<0.01%13F-HRTimelineGroup
Byrne Asset Management LLC30$822<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC28$767<0.01%013F-HRTimeline
Parkside Financial Bank & Trust26$714<0.01%013F-HRTimeline
Hurley Capital, LLC20$556<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…14$384<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…2$55<0.01%013F-HRTimeline
Lindbrook Capital, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.16$00%013F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Rosenberg Matthew Hamilton0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.