FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S (fund)

Filings received so far for Q3 2026: 18 13F filers report a position in FNDA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
COLLECTIVE FAMILY OFFICE LLC	382,799	$13.4M	2.77%	-7,925	13F-HR Timeline
Kaizen Financial Strategies	95,512	$3.34M	1.32%	+37,342	13F-HR Timeline
Breakwater Capital Group	93,706	$3.28M	0.39%	+6,731	13F-HR Timeline
Farther Finance Advisors, LLC	84,903	$2.97M	0.02%	+1,749	13F-HR Timeline
Dickmeyer Boyce Financial Management, I…	60,421	$2.11M	1.08%	+3,723	13F-HR Timeline
Cambridge Financial Group, LLC	17,621	$671K	0.21%	0	13F-HR Timeline
CoreCap Advisors, LLC	15,052	$527K	0.02%	+5,240	13F-HR Timeline
Wedmont Private Capital	12,989	$462K	0.01%	+115	13F-HR Timeline
Plan A Wealth LLC	12,773	$447K	0.16%	+2,415	13F-HR Timeline
Apella Capital, LLC	8,795	$311K	<0.01%	new	13F-HR Timeline
Sprinkle Financial Consultants LLC	7,386	$259K	0.1%	+27	13F-HR Timeline
Williams & Novak Wealth Management, LLC	7,000	$245K	0.15%	0	13F-HR Timeline
Everhart Financial Group, Inc.	6,061	$212K	0.01%	0	13F-HR Timeline
GAMMA Investing LLC	1,375	$48.1K	<0.01%	0	13F-HR Timeline
Trust Co	98	$3.43K	<0.01%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	97	$3.38K	<0.01%	+1	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	78	$2.73K	<0.01%	0	13F-HR Timeline
Byrne Asset Management LLC	30	$1.06K	<0.01%	0	13F-HR Timeline