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Disclosery

FNDE SCHWAB STRATEGIC TR

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SHS (fund)

361 managers (366 13F filers) reported a position in FNDE shares at 2025-03-31, 178,561,797 shares in all. 54 filers opened a position and 40 filers sold out during the quarter.

Managers
361
13F filers
366
New
54
Added
129
Reduced
103
Sold out
40
Shares held by filers
178,561,797

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
SageView Advisory Group, LLC9,637$297K0.01%+7713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,055$295K<0.01%+2,90713F-HRTimelineGroup
Waterfront Wealth Inc.9,088$280K0.07%013F-HRTimeline
Coastwise Capital Group, LLC9,065$279K0.23%013F-HRTimeline
Larson Financial Group LLC9,028$278K0.01%-4,66113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,735$269K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,719$269K<0.01%-3,67513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,692$268K<0.01%-2,15913F-HRTimeline
Regal Investment Advisors LLC8,505$262K0.02%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,271$255K0.01%-613F-HRTimelineGroup
Golden Bell Financial Planning LLC8,111$250K0.24%013F-HRTimeline
REDW Wealth LLC8,019$247K0.09%new13F-HRTimeline
Pinnacle Wealth Management, LLC7,951$245K0.28%+6013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,710$237K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC7,692$237K<0.01%+51013F-HRTimeline
Savvy Advisors, Inc.7,681$237K0.02%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,646$236K<0.01%-59213F-HRTimelineGroup
D'Orazio & Associates, Inc.7,385$227K0.03%-4513F-HRTimeline
Fisher Asset Management, LLC7,326$226K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC7,287$225K0.1%-57313F-HRTimeline
New England Private Wealth Advisors LLC7,087$218K0.03%013F-HRTimeline
Smartleaf Asset Management LLC6,720$207K0.02%+5,53913F-HRTimeline
Simplicity Wealth,LLC6,701$206K0.02%new13F-HRTimeline
Avantax Planning Partners, Inc.6,682$206K0.01%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…6,604$203K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,601$203K<0.01%-1,60013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP6,563$202K0.01%-1,11413F-HRTimeline
Walkner Condon Financial Advisors LLC6,528$201K0.04%new13F-HRTimeline
PrairieView Partners, LLC6,367$196K0.02%-1,42113F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,241$192K0.01%-2,27513F-HRTimeline
Parallel Advisors, LLC5,975$184K<0.01%+45613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,842$180K0.01%+3,32913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,490$169K<0.01%+1,91213F-HRTimelineGroup
CoreCap Advisors, LLC5,250$162K0.01%-9,95913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,923$152K0.03%+4,50413F-HRTimeline
Aptus Capital Advisors, LLC4,729$146K<0.01%013F-HRTimeline
NewEdge Advisors, LLC4,211$130K<0.01%+25513F-HRTimeline
Frazier Financial Advisors, LLC4,210$130K0.1%013F-HRTimeline
Clearstead Advisors, LLC3,607$111K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,609$111K0.05%-513F-HRTimeline
Financial Freedom, LLC3,597$111K0.06%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,477$107K<0.01%-63,51513F-HRTimelineGroup
NorthRock Partners, LLC3,383$104K<0.01%+24113F-HRTimeline
SIGNATUREFD, LLC3,369$104K<0.01%+9613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,280$101K0.03%-16213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,270$101K0.04%-2813F-HRTimeline
Nalls Sherbakoff Group, LLC3,200$98.6K0.08%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,133$96.5K<0.01%+46513F-HRTimeline
Capital Investment Advisory Services, L…3,108$95.7K0.01%013F-HRTimeline
AE Wealth Management LLC3,007$92.6K<0.01%-55213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,890$89K0.04%-1613F-HRTimeline
Sound Income Strategies, LLC2,890$89K0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,800$86.2K0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA2,681$82.6K0.05%013F-HRTimeline
Continuum Advisory, LLC2,531$78K0.01%+813F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC2,445$75.3K0.02%+7513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,422$74.6K0.03%-4613F-HRTimeline
Breakwater Investment Management2,236$68.9K0.03%013F-HRTimeline
AlphaCore Capital LLC2,211$68.1K0.01%013F-HRTimeline
Smithfield Trust Co2,233$68K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,945$59.9K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC1,913$57.4K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC1,728$53.2K0.01%+1,63313F-HRTimeline
MCF Advisors LLC1,703$52.5K<0.01%+37413F-HRTimeline
Murphy & Mullick Capital Management Corp1,653$50.9K0.05%013F-HRTimeline
Fairway Wealth LLC1,614$49.7K0.02%new13F-HRTimeline
MATHER GROUP, LLC.1,562$48.1K<0.01%-2413F-HRTimeline
Operose Advisors LLC1,424$43.9K0.01%+1,36013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,422$43.8K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC1,381$42.5K0.04%+23613F-HRTimeline
Kings Path Partners LLC1,340$41.3K0.02%-88213F-HRTimeline
Abound Wealth Management1,220$37.6K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,215$37.4K<0.01%+2713F-HRTimeline
FAS Wealth Partners, Inc.1,100$33.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,095$33.7K<0.01%-23813F-HRTimeline
SYM FINANCIAL Corp1,066$32.8K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC1,051$32.4K0.01%013F-HRTimeline
Tortoise Investment Management, LLC1,021$31.4K<0.01%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC995$31K<0.01%-1013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC924$28K<0.01%-27813F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC835$25.7K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC841$25K<0.01%-1513F-HRTimeline
Future Financial Wealth Managment LLC800$24.6K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO788$24.3K<0.01%-1,20613F-HRTimelineGroup
Bristlecone Advisors, LLC787$24.2K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.747$23K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…738$22.7K<0.01%-4,90513F-HRTimelineGroup
Physician Wealth Advisors, Inc.668$20.6K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…632$19.3K<0.01%013F-HRTimeline
GODSEY & GIBB, INC625$19.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.590$18.2K0.01%+813F-HRTimeline
Glassman Wealth Services550$16.9K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.538$16.6K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.537$16.5K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…528$16.3K<0.01%+29913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC505$15.6K<0.01%+37213F-HRTimelineGroup
WASHINGTON TRUST Co500$15.4K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC462$14.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.459$14.1K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust456$14K<0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC441$13.6K<0.01%-2413F-HRTimeline
Dunhill Financial, LLC404$12.4K0.01%+38613F-HRTimeline
Sandy Spring Bank402$12.4K<0.01%+36613F-HRTimeline
Key Financial Inc397$12.2K<0.01%+30913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.379$11.7K0.01%013F-HRTimeline
Archer Investment Corp377$11.6K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC369$11.4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…367$11.3K<0.01%new13F-HRTimelineGroup
Investors Research Corp349$10.7K<0.01%013F-HRTimeline
CX Institutional334$10K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC316$9.73K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC312$9.61K<0.01%013F-HRTimeline
Global Financial Private Client, LLC308$9.49K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC289$8.9K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC286$8.81K<0.01%-813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…276$8.5K<0.01%new13F-HRTimelineGroup
Robinswood Financial LLC252$7.76K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC236$7.27K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC236$7.26K<0.01%+11513F-HRTimeline
Transce3nd, LLC203$6.25K<0.01%+7813F-HRTimeline
JFS WEALTH ADVISORS, LLC192$5.9K<0.01%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.189$5.82K<0.01%13F-HRTimeline
West Branch Capital LLC185$5.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC175$5.39K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.159$5K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC162$4.99K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC159$4.9K<0.01%-44513F-HR/ATimeline
Retirement Wealth Solutions LLC150$4.62K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.135$4.16K<0.01%new13F-HRTimeline
EASTERN BANK130$4K<0.01%new13F-HRTimeline
HOWE & RUSLING INC111$3.42K<0.01%-25613F-HRTimeline
BOKF, NAin group BOKF, NA103$3.17K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC100$3.08K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.98$3.02K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.88$2.71K<0.01%013F-HRTimeline
FSA Wealth Management LLC87$2.68K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…77$2.37K<0.01%013F-HRTimeline
Graney & King, LLC70$2.17K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.68$2.1K<0.01%new13F-HRTimeline
WealthCollab, LLC65$2K<0.01%013F-HRTimeline
Avion Wealth100$2K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC53$1.62K<0.01%+413F-HRTimeline
Beaird Harris Wealth Management, LLC52$1.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC52$1.55K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$1.54K<0.01%013F-HRTimeline
Bullock Wealth Management Group44$1.36K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC44$1.35K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC43$1.32K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.38$1.19K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …37$1.14K<0.01%13F-HRTimelineGroup
Semmax Financial Advisors Inc.35$1.09K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC33$1.02K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.22$678<0.01%-2113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…16$493<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13$401<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC6$185<0.01%-713F-HRTimeline
Central Pacific Bank - Trust Division3$92<0.01%013F-HRTimeline
Raleigh Capital Management Inc.0$14<0.01%-4813F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Greenline Partners, LLC42,698$5.94K+42,50513F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Whipplewood Advisors, LLC10$1.31M-40,17213F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.