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Disclosery

FNDA SCHWAB STRATEGIC TR

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FUNDAMENTAL US S (fund)

473 managers (477 13F filers) reported a position in FNDA shares at 2026-03-31, 226,920,281 shares in all. 46 filers opened a position and 27 filers sold out during the quarter.

Managers
473
13F filers
477
New
46
Added
164
Reduced
141
Sold out
27
Shares held by filers
226,920,281

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Intelligent Financial Strategies580$18.8K0.01%013F-HRTimeline
TopTier Wealth Management, LLC569$18.5K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.558$18.1K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.542$17.6K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC531$17.2K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…497$16.1K<0.01%-34813F-HRTimelineGroup
RETIREMITTEN FINANCIAL LLC494$16K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management439$14.2K<0.01%-8513F-HRTimelineGroup
Cassaday & Co Wealth Management LLC436$14.1K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC421$13.8K<0.01%-2213F-HRTimeline
Glassman Wealth Services410$13.3K<0.01%013F-HRTimeline
Financial Connections Group, Inc.418$13K<0.01%013F-HRTimeline
Sound Income Strategies, LLC384$12.5K<0.01%013F-HRTimeline
Kozak & Associates, Inc.360$12.4K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC367$11.9K<0.01%+9613F-HRTimelineGroup
Rialto Wealth Management, LLC358$11.6K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates335$10.9K<0.01%+113F-HRTimeline
HM PAYSON & CO330$10.7K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…308$10.1K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC309$10K0.01%013F-HRTimeline
GODSEY & GIBB, INC306$9.92K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC313$9.89K<0.01%-64613F-HRTimeline
Ashton Thomas Private Wealth, LLC300$9.73K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.289$9.37K<0.01%013F-HRTimeline
Team Financial Group, LLC288$9.34K<0.01%+113F-HRTimeline
3 FACTOR INDEXING, LLC280$9.08K0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.269$8.72K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp260$8.43K<0.01%013F-HRTimelineGroup
Archer Investment Corp255$8.26K<0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT222$7.2K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…191$6.19K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.190$6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Moisand Fitzgerald Tamayo, LLC184$5.97K<0.01%013F-HRTimeline
Bogart Wealth, LLC174$5.64K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC170$5.51K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN150$4.87K<0.01%013F-HRTimeline
Wiser Advisor Group LLC142$4.62K0.01%-1213F-HRTimeline
Community Bank, N.A.134$4.34K<0.01%new13F-HRTimeline
JNBA Financial Advisors131$4.25K<0.01%-2313F-HRTimeline
NFSG Corp128$4.15K<0.01%013F-HRTimeline
Solstein Capital, LLC122$3.96K<0.01%013F-HRTimeline
Main Street Group, LTD122$3.96K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…112$3.63K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…102$3.31K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC101$3.28K<0.01%013F-HRTimeline
Trust Co98$3.18K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC96$3.12K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC96$3.11K<0.01%013F-HRTimeline
Napier Financial, LLC96$3.11K<0.01%new13F-HRTimeline
Creative Capital Management Investments…90$2.92K<0.01%+4313F-HRTimeline
Anchor Investment Management, LLC80$2.59K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC78$2.53K<0.01%013F-HRTimeline
Rossby Financial, LCC77$2.52K<0.01%+1613F-HRTimeline
Financial Management Professionals, Inc.73$2.37K<0.01%013F-HRTimeline
Robinswood Financial LLC60$1.95K<0.01%013F-HR/ATimeline
Sunbelt Securities, Inc.59$1.92K<0.01%-22013F-HRTimeline
Graney & King, LLC56$1.81K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC47$1.51K<0.01%013F-HRTimeline
Prosperity Bancshares Inc44$1.43K<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC44$1.43K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC44$1.43K<0.01%013F-HRTimeline
Byrne Asset Management LLC30$973<0.01%013F-HRTimeline
CURIO WEALTH, LLC29$940<0.01%013F-HRTimeline
Mosley Wealth Management30$935<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC28$908<0.01%013F-HRTimeline
Parkside Financial Bank & Trust26$856<0.01%013F-HRTimeline
Hurley Capital, LLC21$667<0.01%013F-HRTimeline
Cheviot Value Management, LLC17$551<0.01%013F-HRTimeline
Paladin Advisory Group, LLC14$454<0.01%013F-HRTimeline
Basepoint Wealth LLC9$292<0.01%new13F-HRTimeline
Blue Trust, Inc.4$130<0.01%013F-HRTimeline
Morling Financial Advisors, LLC1$28<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.