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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 2025-09-30, 225,458,211 shares in all. 52 filers opened a position and 20 filers sold out during the quarter.

Managers
446
13F filers
448
New
52
Added
151
Reduced
138
Sold out
20
Shares held by filers
225,458,211

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Horizon Investments, LLC200$6.23K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.184$5.75K<0.01%-5013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC184$5.73K<0.01%013F-HRTimeline
Bogart Wealth, LLC174$5.42K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC169$5.26K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN162$5.05K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC162$5.05K<0.01%13F-HRTimeline
JNBA Financial Advisors154$4.8K<0.01%-3413F-HRTimeline
Wiser Advisor Group LLC153$4.78K0.01%new13F-HRTimeline
Cheviot Value Management, LLC152$4.76K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.148$4.61K<0.01%013F-HRTimeline
NFSG Corp128$3.99K<0.01%013F-HRTimeline
Annandale Capital, LLC12,600$3.93K0.07%013F-HRTimeline
Solstein Capital, LLC122$3.8K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC115$3.58K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC114$3.55K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC101$3.15K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.95$3K<0.01%-52113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Financial Alliance, LLC96$2.99K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC95$2.97K<0.01%013F-HR/ATimeline
Financial Management Professionals, Inc.94$2.93K<0.01%013F-HRTimeline
Anchor Investment Management, LLC80$2.49K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC78$2.43K<0.01%013F-HRTimeline
Rossby Financial, LCC61$1.91K<0.01%013F-HRTimeline
Robinswood Financial LLC60$1.87K<0.01%013F-HRTimeline
Graney & King, LLC55$1.73K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS54$1.68K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC52$1.62K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC48$1.5K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC46$1.45K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC42$1.31K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …38$1.18K<0.01%13F-HRTimelineGroup
Paladin Advisory Group, LLC38$1.18K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC34$1.07K<0.01%new13F-HRTimeline
Byrne Asset Management LLC30$935<0.01%013F-HRTimeline
Kiker Wealth Management, LLC30$935<0.01%new13F-HRTimeline
CURIO WEALTH, LLC29$904<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC28$872<0.01%013F-HRTimeline
Parkside Financial Bank & Trust26$817<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC26$811<0.01%new13F-HRTimeline
Crews Bank & Trust26$810<0.01%new13F-HRTimeline
Compass Financial Services Inc24$750<0.01%new13F-HRTimeline
Hurley Capital, LLC20$636<0.01%013F-HRTimeline
Qube Research & Technologies Ltd15$467<0.01%-56413F-HRTimeline
Morling Financial Advisors, LLC1$27<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.