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Disclosery

FNDC SCHWAB STRATEGIC TR

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FUNDAMENTAL INTL (fund)

253 managers (255 13F filers) reported a position in FNDC shares at 2024-12-31, 58,763,284 shares in all. 26 filers opened a position and 19 filers sold out during the quarter.

Managers
253
13F filers
255
New
26
Added
88
Reduced
58
Sold out
19
Shares held by filers
58,763,284

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Glassman Wealth Services193$6.59K<0.01%013F-HRTimeline
First Pacific Financial187$6.38K<0.01%+513F-HRTimeline
Robinswood Financial LLC185$6.32K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC184$6.28K<0.01%+9913F-HRTimeline
Blue Trust, Inc.174$5.94K<0.01%new13F-HR/ATimeline
Steward Partners Investment Advisory, L…164$5.6K<0.01%+5113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC161$5.5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kathleen S. Wright Associates Inc.158$5.39K<0.01%013F-HRTimeline
Mattson Financial Services, LLC136$5.19K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC140$4.78K<0.01%013F-HRTimeline
Human Investing LLC139$4.75K<0.01%new13F-HRTimeline
Sandy Spring Bank136$4.64K<0.01%013F-HRTimeline
Financial Perspectives, Inc135$4.61K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC132$4.49K<0.01%+413F-HRTimeline
Archer Investment Corp124$4.24K<0.01%+313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC121$4.13K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC117$4K<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…114$3.9K<0.01%new13F-HRTimeline
Investors Research Corp113$3.86K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$3.41K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.100$3.41K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC94$3.23K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC89$3.04K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC83$2.82K<0.01%13F-HRTimeline
Element Wealth, LLC82$2.8K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC81$2.77K<0.01%-613F-HRTimelineGroup
Truvestments Capital LLC75$2.56K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC74$2.53K<0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC72$2.45K<0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC63$2.15K<0.01%013F-HRTimelineGroup
Avion Wealth85$2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC42$1.43K<0.01%+3913F-HRTimeline
Founders Financial Alliance, LLC38$1.3K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC35$1.19K<0.01%+513F-HRTimeline
MassMutual Private Wealth & Trust, FSB34$1.16K<0.01%new13F-HRTimeline
Graney & King, LLC32$1.1K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC31$1.06K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.30$1.02K<0.01%-913F-HRTimeline
SIGNATUREFD, LLC21$717<0.01%-50213F-HRTimeline
United Community Bankin group United Community Bank20$683<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group20$683<0.01%013F-HRTimeline
Raleigh Capital Management Inc.20$672<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.19$646<0.01%+113F-HRTimeline
NBZ Investment Advisors LLC14$478<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA12$401<0.01%013F-HRTimelineGroup
Armor Investment Advisors, LLC10$341<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC10$340<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC9$307<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$239<0.01%-313F-HRTimelineGroup
Van Hulzen Asset Management, LLC4$137<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1$34<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC16$00%13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-4213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.