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Disclosery

FNDE SCHWAB STRATEGIC TR

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SHS (fund)

475 managers (480 13F filers) reported a position in FNDE shares at 2026-03-31, 187,250,958 shares in all. 66 filers opened a position and 21 filers sold out during the quarter.

Managers
475
13F filers
480
New
66
Added
169
Reduced
133
Sold out
21
Shares held by filers
187,250,958

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
Dunhill Financial, LLC404$15.5K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.400$15.3K<0.01%-81813F-HRTimeline
Key Financial Inc397$15.2K<0.01%013F-HRTimeline
Noble Wealth Management PBC390$14.9K0.01%-15013F-HRTimeline
Federation des caisses Desjardins du Qu…384$14.7K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp380$14.5K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.379$14.5K0.01%013F-HRTimeline
Smartleaf Asset Management LLC366$13.6K<0.01%-23313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC348$13.3K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…347$13.3K0.01%new13F-HRTimeline
Kozak & Associates, Inc.328$13.1K<0.01%new13F-HRTimeline
CX Institutional346$13K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC324$12.4K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC316$12.1K<0.01%013F-HRTimeline
Creative Capital Management Investments…305$11.7K<0.01%+7313F-HRTimeline
Triumph Capital Management304$11.6K<0.01%-96213F-HRTimeline
Atomic Invest LLC309$11.5K0.01%-5613F-HRTimeline
Salomon & Ludwin, LLC297$11.3K<0.01%-1513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC254$10.4K0.01%013F-HRTimeline
Blue Trust, Inc.270$10.3K<0.01%+25213F-HRTimeline
Archer Investment Corp265$10.1K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC250$9.58K0.01%+7513F-HRTimeline
Glen Eagle Advisors, LLC250$9.56K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.228$8.72K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.228$8.72K<0.01%-2013F-HRTimeline
Gunpowder Capital Management, LLC dba O…219$8.38K0.01%013F-HRTimeline
Robinswood Financial LLC201$7.69K<0.01%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC200$7.65K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…196$7.47K<0.01%013F-HRTimeline
First Pacific Financial192$7.35K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.189$7.23K<0.01%013F-HRTimeline
West Branch Capital LLC185$7.08K<0.01%013F-HRTimeline
BAYBAN185$7.08K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.185$7K<0.01%-31113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rialto Wealth Management, LLC162$6.2K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC150$5.74K<0.01%013F-HRTimeline
Key Capital Management, INC141$5.39K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.135$5.17K<0.01%013F-HRTimeline
McIlrath & Eck, LLC135$5.16K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.134$5.13K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC131$5.01K<0.01%new13F-HRTimeline
Main Street Group, LTD130$4.97K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA118$4.51K<0.01%-2,68113F-HRTimeline
IMA Advisory Services, Inc.118$4.51K<0.01%013F-HRTimeline
HOWE & RUSLING INC116$4.44K<0.01%-1,39713F-HRTimeline
Golden State Wealth Management, LLC113$4.32K<0.01%-4713F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC92$3.5K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.84$3.21K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.82$3.12K<0.01%new13F-HRTimeline
Avion Wealth100$3K<0.01%013F-HRTimeline
Prosperity Bancshares Inc75$2.87K<0.01%013F-HRTimeline
Graney & King, LLC73$2.81K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC72$2.75K<0.01%new13F-HR/ATimeline
Cordgrass Capital Advisors, LLC71$2.72K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC66$2.53K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.66$2.52K<0.01%-20413F-HRTimeline
Addison Advisors LLC65$2.49K<0.01%-3513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$1.91K<0.01%013F-HRTimeline
Solstein Capital, LLC49$1.88K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC47$1.8K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC46$1.76K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC43$1.65K<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC43$1.65K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC40$1.53K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…37$1.42K<0.01%013F-HRTimelineGroup
Napier Financial, LLC37$1.42K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC33$1.26K<0.01%-1913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27$1.03K<0.01%-413F-HRTimelineGroup
Community Bank, N.A.23$879<0.01%new13F-HRTimeline
CURIO WEALTH, LLC19$727<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC17$650<0.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC10$383<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division3$115<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc1$38<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.0$18<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.