FNDB SCHWAB STRATEGIC TR
FollowFUNDAMENTAL US B (fund)
Filings received so far for Q3 2026: 6 13F filers report a position in FNDB 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 |
|---|---|---|---|---|---|
| Kaizen Financial Strategies | 244,801 | $7.49M | 2.95% | +45,463 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 38,619 | $1.18M | 0.01% | +11,392 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 20,170 | $617K | 0.17% | -1,639 | 13F-HRTimeline |
| Wedmont Private Capital | 8,150 | $254K | 0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 1,416 | $43.3K | <0.01% | 0 | 13F-HRTimeline |
| Versant Capital Management, Inc | 465 | $14.2K | <0.01% | 0 | 13F-HRTimeline |