FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S (fund)

425 managers (427 13F filers) reported a position in FNDA shares at 2025-06-30, 225,916,285 shares in all. 43 filers opened a position and 41 filers sold out during the quarter.

Managers: 425
13F filers: 427
New: 43
Added: 154
Reduced: 142
Sold out: 41
Shares held by filers: 225,916,285

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
ELEVATION WEALTH PARTNERS, LLC	95	$2.73K	<0.01%	0	13F-HR Timeline
Financial Management Professionals, Inc.	94	$2.69K	<0.01%	+13	13F-HR Timeline
Anchor Investment Management, LLC	80	$2.29K	<0.01%	0	13F-HR Timeline
Investors Research Corp	80	$2.29K	<0.01%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	78	$2.23K	<0.01%	-240	13F-HR Timeline
Smartleaf Asset Management LLC	69	$1.98K	<0.01%	-1,150	13F-HR Timeline
Rossby Financial, LCC	61	$1.75K	<0.01%	0	13F-HR Timeline
Robinswood Financial LLC	60	$1.72K	<0.01%	0	13F-HR Timeline
Graney & King, LLC	55	$1.58K	<0.01%	0	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	52	$1.49K	<0.01%	0	13F-HR Timeline
Bullock Wealth Management Group	48	$1.4K	<0.01%	0	13F-HR Timeline
Golden State Wealth Management, LLC	48	$1.38K	<0.01%	0	13F-HR Timeline
Peachtree Investment Partners, LLC	46	$1.32K	<0.01%	0	13F-HR Timeline
IAG Wealth Partners, LLC	42	$1.2K	<0.01%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	40	$1.15K	<0.01%	new	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	38	$1.09K	<0.01%		13F-HR Timeline Group
Paladin Advisory Group, LLC	38	$1.09K	<0.01%	new	13F-HR Timeline
CENTRAL TRUST Co	32	$917	<0.01%	new	13F-HR Timeline
BOKF, NAin group BOKF, NA	30	$860	<0.01%	-172	13F-HR Timeline Group
Byrne Asset Management LLC	30	$860	<0.01%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	28	$802	<0.01%	0	13F-HR Timeline
Parkside Financial Bank & Trust	26	$749	<0.01%	0	13F-HR Timeline
Hurley Capital, LLC	20	$583	<0.01%	0	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Symphony Financial, Ltd. Co.	29	$263K		-18,315	13F-HR/A TimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.