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FNDC SCHWAB STRATEGIC TR

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FUNDAMENTAL INTL (fund)

Filings received so far for Q3 2026: 14 13F filers report a position in FNDC 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.

HolderSharesValue% of portfolioChangeSource
COLLECTIVE FAMILY OFFICE LLC254,481$12.7M2.62%+2,17313F-HRTimeline
Breakwater Capital Group196,307$9.78M1.16%+5,32313F-HRTimeline
Factor Wealth Management LTD98,308$4.9M0.75%-5,87313F-HRTimeline
Hardin Capital Partners, LLC28,996$1.44M0.71%+78713F-HRTimeline
Farther Finance Advisors, LLC27,029$1.35M0.01%+2,74013F-HRTimeline
Valeo Financial Advisors, LLC9,648$481K0.01%+2013F-HRTimeline
Wedmont Private Capital8,989$444K0.01%+3,37913F-HRTimeline
Apella Capital, LLC8,575$425K0.01%new13F-HRTimeline
Cambridge Financial Group, LLC5,804$282K0.09%013F-HRTimeline
Paragon Capital Management Ltd4,333$216K0.04%013F-HRTimeline
CoreCap Advisors, LLC2,884$144K<0.01%+1,94713F-HRTimeline
Versant Capital Management, Inc2,241$112K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC138$6.85K<0.01%013F-HRTimeline
CX Institutional78$4K<0.01%013F-HRTimeline