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Disclosery

FNDC SCHWAB STRATEGIC TR

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FUNDAMENTAL INTL (fund)

246 managers (248 13F filers) reported a position in FNDC shares at 2025-03-31, 58,497,875 shares in all. 29 filers opened a position and 31 filers sold out during the quarter.

Managers
246
13F filers
248
New
29
Added
73
Reduced
72
Sold out
31
Shares held by filers
58,497,875

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SJS Investment Consulting Inc.245$8.87K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO215$7.78K<0.01%013F-HRTimeline
Greenline Partners, LLC1,724$7.49K<0.01%+1,51713F-HRTimeline
Continuum Advisory, LLC204$7.38K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC201$7.29K<0.01%+10713F-HRTimeline
Glassman Wealth Services193$6.99K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.193$6.99K<0.01%+17413F-HRTimeline
First Pacific Financial187$6.77K<0.01%013F-HRTimeline
Robinswood Financial LLC185$6.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC184$6.66K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…175$6.33K<0.01%+1113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC161$5.83K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.158$5.72K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC140$5.07K<0.01%013F-HRTimeline
Sandy Spring Bank136$4.92K<0.01%013F-HRTimeline
Financial Perspectives, Inc135$4.89K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC132$4.76K<0.01%013F-HRTimeline
Archer Investment Corp124$4.5K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC121$4.38K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC117$4.24K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…114$4.13K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$3.62K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.100$3.62K<0.01%013F-HRTimeline
Dunhill Financial, LLC98$3.55K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC97$3.55K<0.01%+8713F-HRTimeline
BOKF, NAin group BOKF, NA92$3.33K<0.01%+8013F-HRTimelineGroup
Investors Research Corp92$3.33K<0.01%-2113F-HRTimeline
Medallion Wealth Advisors, LLC83$3K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC78$2.82K<0.01%-313F-HRTimelineGroup
Rossby Financial, LCC55$2.07K<0.01%new13F-HRTimeline
Avion Wealth85$2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC42$1.52K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC38$1.38K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC38$1.37K<0.01%+313F-HRTimeline
Greykasell Wealth Strategies, Inc.37$1.34K<0.01%new13F-HRTimeline
Graney & King, LLC32$1.17K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.31$1.12K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.30$1.09K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.24$869<0.01%new13F-HRTimeline
SIGNATUREFD, LLC21$760<0.01%013F-HRTimeline
Golden State Wealth Management, LLC16$579<0.01%-18713F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$181<0.01%-213F-HRTimelineGroup
Capital Investment Advisory Services, L…2$72<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1$36<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1$33<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.