Skip to content
Disclosery

FNDC SCHWAB STRATEGIC TR

Follow

FUNDAMENTAL INTL (fund)

295 managers (299 13F filers) reported a position in FNDC shares at 2026-03-31, 38,108,927 shares in all. 34 filers opened a position and 15 filers sold out during the quarter.

Managers
295
13F filers
299
New
34
Added
70
Reduced
95
Sold out
15
Shares held by filers
38,108,927

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
CVA Family Office, LLC1,366$63.3K0.01%+913F-HRTimeline
Cornerstone Planning Group LLC1,248$61.9K0.01%013F-HRTimeline
WealthCollab, LLC1,298$60.2K0.02%-65813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,192$55.3K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,129$52.4K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.960$44.5K<0.01%new13F-HRTimeline
Parvin Asset Management, LLC848$39.3K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…810$37.6K<0.01%-38613F-HRTimelineGroup
Ares Financial Consulting, LLC789$37.1K0.03%013F-HRTimeline
Qube Research & Technologies Ltd789$36.6K<0.01%-1,60313F-HRTimeline
Aptus Capital Advisors, LLC765$35.5K<0.01%-513F-HRTimeline
WealthShield Partners, LLC700$32.5K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN673$31.2K<0.01%-26213F-HR/ATimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC635$31.2K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.671$31.1K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp664$30.8K0.02%013F-HRTimeline
NFSG Corp526$24.4K<0.01%013F-HRTimeline
Key Financial Inc493$22.9K<0.01%013F-HRTimeline
Activest Wealth Management487$22.6K<0.01%013F-HRTimeline
CNB Bank467$21.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV458$21.2K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.455$21.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.434$20.1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC413$19.1K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…403$18.7K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC387$17.9K<0.01%013F-HRTimeline
Rossby Financial, LCC368$17.3K<0.01%+31313F-HRTimeline
Crewe Advisors LLC369$17.1K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO341$15.8K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC330$15.3K<0.01%+1313F-HRTimeline
PFS Partners, LLC311$14.4K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.301$14K0.01%013F-HRTimeline
IMA Advisory Services, Inc.300$13.9K<0.01%013F-HRTimeline
Anchor Investment Management, LLC300$13.9K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC298$13.8K<0.01%new13F-HRTimeline
Burk Holdings LLC295$13.7K0.01%new13F-HRTimeline
Sankala Group LLC258$11.8K0.01%013F-HRTimeline
SJS Investment Consulting Inc.245$11.4K<0.01%013F-HRTimeline
Synergy Investment Management, LLC214$9.92K<0.01%new13F-HRTimeline
Kilter Group LLC205$9.5K<0.01%-113F-HRTimeline
AdvisorNet Financial, Inc201$9.32K<0.01%+6413F-HRTimeline
First Pacific Financial194$9.01K<0.01%013F-HRTimeline
Glassman Wealth Services193$8.95K<0.01%013F-HRTimeline
Robinswood Financial LLC185$8.58K<0.01%013F-HR/ATimeline
Millstone Evans Group, LLC172$7.97K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.144$7.06K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC140$6.49K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC137$6.34K<0.01%013F-HRTimeline
Financial Perspectives, Inc135$6.26K<0.01%013F-HRTimeline
NewEdge Advisors, LLC134$6.21K<0.01%013F-HR/ATimeline
Keating Financial Advisory Services, In…132$6.12K<0.01%013F-HRTimeline
Archer Investment Corp129$5.99K<0.01%013F-HRTimeline
Prosperity Bancshares Inc129$5.98K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC125$5.79K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC123$5.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.120$5.58K<0.01%+2213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp119$5.52K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…116$5.45K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC117$5.42K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC116$5.38K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…113$5.24K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC113$5.24K<0.01%new13F-HRTimeline
HM PAYSON & CO100$4.64K<0.01%new13F-HRTimeline
Triumph Capital Management100$4.64K<0.01%-30613F-HRTimeline
Signature Resources Capital Management,…100$4.64K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC99$4.61K<0.01%013F-HRTimeline
Dunhill Financial, LLC98$4.54K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC95$4.27K<0.01%-1,45113F-HRTimeline
CX Institutional78$4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc76$3.51K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC75$3.46K<0.01%013F-HRTimeline
Avion Wealth85$3K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.58$2.69K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.49$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PROTECTIVE LIFE CORP42$1.95K0.01%new13F-HRTimeline
Solstein Capital, LLC41$1.9K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC38$1.76K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC37$1.73K<0.01%-313F-HRTimeline
Greykasell Wealth Strategies, Inc.37$1.72K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.34$1.56K<0.01%+1413F-HRTimeline
Graney & King, LLC34$1.56K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC32$1.48K<0.01%new13F-HRTimeline
Key Capital Management, INC32$1.48K<0.01%new13F-HRTimeline
Community Bank, N.A.32$1.48K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC30$1.39K<0.01%013F-HRTimeline
Main Street Group, LTD25$1.16K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…21$974<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.17$788<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC17$788<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$742<0.01%+913F-HRTimelineGroup
Creative Capital Management Investments…11$510<0.01%-2013F-HRTimeline
Gunpowder Capital Management, LLC dba O…11$510<0.01%013F-HRTimeline
SIGNATUREFD, LLC10$464<0.01%-713F-HRTimeline
Portus Wealth Advisors, LLC10$464<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2$93<0.01%013F-HRTimeline