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Disclosery

FNDE SCHWAB STRATEGIC TR

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SHS (fund)

Filings received so far for Q3 2026: 20 13F filers report a position in FNDE 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 LLC60,879$2.55M0.53%+1,49213F-HRTimeline
Cambridge Financial Group, LLC48,347$1.92M0.61%013F-HRTimeline
Breakwater Capital Group42,381$1.77M0.21%+2,17513F-HRTimeline
Bangor Savings Bank28,772$1.2M0.09%+50013F-HRTimeline
Whalen Wealth Management Inc.27,843$1.17M0.5%new13F-HRTimeline
Farther Finance Advisors, LLC27,357$1.15M0.01%-57713F-HRTimeline
Wedmont Private Capital22,147$937K0.02%013F-HRTimeline
Kaizen Financial Strategies22,360$936K0.37%-5,98213F-HRTimeline
Capital Advisors Wealth Management, LLC20,083$841K0.09%+2,39313F-HRTimeline
CoreCap Advisors, LLC9,982$418K0.01%+6,65113F-HRTimeline
Apella Capital, LLC7,478$318K<0.01%new13F-HRTimeline
Intelligence Driven Advisers, LLC5,739$240K0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,013$126K0.04%013F-HRTimeline
Versant Capital Management, Inc2,186$91.5K0.01%013F-HRTimeline
CX Institutional348$15K<0.01%013F-HRTimeline
Noble Wealth Management PBC221$9.25K<0.01%+4613F-HRTimeline
Retirement Wealth Solutions LLC150$6.28K<0.01%013F-HRTimeline
Grove Bank & Trust69$2.89K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division20$837<0.01%+1713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC18$754<0.01%new13F-HRTimeline