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Disclosery

FNDF SCHWAB STRATEGIC TR

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FUNDAMENTAL INTL (fund)

Filings received so far for Q3 2026: 43 13F filers report a position in FNDF 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
Capital Advisors Wealth Management, LLC1,112,649$59.8M6.74%+42,57813F-HRTimeline
Trust Co1,095,535$58.9M5.12%-19,55313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,000,732$53.8M4.67%-13,99013F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC856,749$46.1M7.82%-8,04813F-HRTimeline
Insight Wealth Strategies, LLC387,160$20.8M2.06%+3,50513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC271,156$14.6M3.01%-3,24513F-HRTimeline
Canandaigua National Trust Co of Florida129,489$6.96M3.85%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.126,836$6.82M0.73%+44,28913F-HRTimeline
Farther Finance Advisors, LLC107,432$5.77M0.04%-6,42313F-HRTimeline
Kaizen Financial Strategies104,504$5.62M2.21%+35,05313F-HRTimeline
Dupree Financial Group, LLC41,130$2.21M0.8%+2,08213F-HRTimeline
Dickmeyer Boyce Financial Management, I…32,276$1.73M0.89%+8,59913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC28,796$1.55M0.43%-68813F-HRTimeline
City Center Advisors, LLC28,570$1.54M1.17%+1,21013F-HRTimeline
Worth Asset Management, LLC28,187$1.52M0.44%+7,90113F-HRTimeline
Avidian Wealth Enterprises, LLC24,324$1.31M0.04%+10613F-HRTimeline
Wedmont Private Capital22,614$1.21M0.03%+9,97113F-HRTimeline
Everhart Financial Group, Inc.19,081$1.03M0.06%-5813F-HRTimeline
CoreCap Advisors, LLC17,617$947K0.03%+6,07713F-HRTimeline
BOS Asset Management, LLC15,922$856K0.2%+1,57513F-HRTimeline
SigFig Wealth Management, LLC11,214$603K0.02%+62313F-HRTimeline
Apella Capital, LLC10,632$568K0.01%+2,42113F-HRTimeline
DIVERSIFIED MANAGEMENT INC9,578$515K0.09%013F-HRTimeline
Cambridge Financial Group, LLC8,723$460K0.15%013F-HRTimeline
GK Wealth Management LLC8,481$456K0.26%-18513F-HRTimeline
Plan A Wealth LLC7,719$415K0.15%+1013F-HRTimeline
Tactive Advisors, LLC7,180$386K0.09%+6013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,703$360K<0.01%-2,79413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,279$337K<0.01%+10113F-HRTimelineGroup
Versant Capital Management, Inc4,770$256K0.02%013F-HRTimeline
PARK NATIONAL CORP /OH/4,291$231K0.01%013F-HRTimeline
ROCKLAND TRUST CO4,177$225K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC3,801$204K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC1,940$104K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,046$56.2K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP632$34K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC494$26.6K<0.01%013F-HRTimeline
GAMMA Investing LLC393$21.1K<0.01%013F-HRTimeline
Noble Wealth Management PBC135$7.26K<0.01%+3513F-HRTimeline
CX Institutional127$7K<0.01%013F-HRTimeline
Grove Bank & Trust109$5.86K<0.01%new13F-HRTimeline
Aventus Investment Advisors, Inc.93$5K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division58$3.12K<0.01%013F-HRTimeline