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Disclosery

FNDX SCHWAB STRATEGIC TR

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FUNDAMENTAL US L (fund)

776 managers (785 13F filers) reported a position in FNDX shares at 2026-03-31, 682,697,699 shares in all. 83 filers opened a position and 43 filers sold out during the quarter.

Managers
776
13F filers
785
New
83
Added
338
Reduced
201
Sold out
43
Shares held by filers
682,697,699

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
Arax Advisory Partners22,961$639K0.02%+22,43113F-HRTimeline
Essential Investment Partners LLC22,959$639K0.59%+37513F-HRTimeline
JMG Financial Group, Ltd.22,545$628K0.02%+5213F-HRTimeline
Plan A Wealth LLC22,411$624K0.3%+2,78813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,120$616K<0.01%013F-HRTimelineGroup
BIP Wealth, LLC22,069$615K0.02%+6,42613F-HRTimeline
Destination Wealth Management21,872$609K0.02%+2,48013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,753$606K0.01%+61413F-HR/ATimeline
CAPITAL ADVISORS INC/OK21,374$595K0.01%+21913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,231$591K0.01%+42513F-HRTimelineGroup
MSA Advisors, LLC20,952$584K0.18%new13F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …20,908$582K0.04%+3,62513F-HRTimeline
First National Trust Co20,860$581K0.02%new13F-HRTimeline
Parallel Advisors, LLC20,737$578K0.01%+8813F-HR/ATimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …20,494$571K<0.01%-46513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC20,476$570K0.07%-2,13713F-HRTimeline
Dynamic Advisor Solutions LLC20,441$569K0.02%+2,16213F-HRTimeline
WealthPLAN Partners, LLC20,429$569K0.11%-10213F-HRTimeline
Fund Evaluation Group, LLC20,286$565K0.02%-43513F-HRTimeline
RFG Advisory, LLC20,250$564K0.01%new13F-HRTimeline
DAHRING | CUSMANO LLC20,222$563K0.35%-20913F-HRTimeline
Brown Financial Advisory20,147$561K0.28%-3,50013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO20,061$559K0.06%013F-HRTimeline
J. L. Bainbridge & Co., Inc.19,777$551K0.05%013F-HRTimeline
Trilogy Capital Inc.19,657$547K0.02%+6,20013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP19,602$546K0.08%+1013F-HRTimeline
Welch Group, LLC19,536$544K0.02%013F-HRTimeline
Total Clarity Wealth Management, Inc.19,445$542K0.13%+2,69813F-HRTimeline
Everest Financial Group LLC19,327$538K0.09%new13F-HRTimeline
Regal Investment Advisors LLC19,175$534K0.03%+1,05913F-HRTimeline
Fingerlakes Wealth Management, Inc.19,102$532K0.35%+5,96013F-HRTimeline
OBSIDIAN CIO, LLC10,747$526K0.47%new13F-HRTimeline
Principia Wealth Advisory, LLC18,781$523K0.3%-5,73513F-HRTimeline
Midwest Trust Co18,604$518K0.01%-75013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,470$514K<0.01%+5,96313F-HRTimelineGroup
Traub Capital Management LLC18,410$513K0.51%+14013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,121$505K0.02%+66913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management18,106$504K0.01%-3,65713F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP17,948$500K0.07%-4,14513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.17,910$499K0.07%013F-HRTimeline
Destiny Wealth Partners, LLC17,738$494K0.05%+4,34913F-HRTimeline
Financial Engines Advisors L.L.C.17,576$489K<0.01%+2,85413F-HRTimeline
Tactive Advisors, LLC17,498$487K0.14%+1,66813F-HRTimeline
MATHER GROUP, LLC.17,475$487K<0.01%013F-HRTimeline
Joel Isaacson & Co., LLC17,403$485K0.02%+513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…17,099$476K0.39%013F-HRTimeline
Embree Financial Group16,848$469K0.06%+19613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,667$464K<0.01%new13F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.16,609$463K0.22%-99813F-HRTimeline
Abound Wealth Management15,827$441K0.1%-1,46913F-HRTimeline
Summit Financial Wealth Advisors, LLC15,772$439K0.06%+2,20013F-HRTimeline
Argyle Capital Partners, LLC15,713$438K0.32%-1,75813F-HRTimeline
ZWJ INVESTMENT COUNSEL INC15,675$437K0.02%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15,666$436K<0.01%+21313F-HRTimelineGroup
WESPAC Advisors, LLC15,566$434K0.24%-10413F-HRTimeline
NorthRock Partners, LLC15,371$428K0.01%+6,72913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources15,199$423K<0.01%+60413F-HRTimelineGroup
Signature Equity Partners, LLC15,191$423K0.23%+3,12413F-HRTimeline
CHANNEL WEALTH LLC15,062$419K0.1%+313F-HRTimeline
PATTEN & PATTEN INC/TN15,017$418K0.03%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,907$415K<0.01%-22813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC14,858$414K<0.01%+5413F-HRTimeline
Arbor Investment Advisors, LLC14,645$408K0.05%+6,71613F-HRTimeline
InTrack Investment Management Inc14,627$407K0.23%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CRA Financial Services, LLC14,600$407K0.05%+3313F-HRTimeline
Burford Brothers, Inc.14,574$406K0.17%+5613F-HRTimeline
True Wealth Design, LLC14,288$398K0.11%new13F-HRTimeline
Smith Salley Wealth Management14,252$397K0.02%-1,65913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC14,243$397K<0.01%013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.14,216$396K0.13%-3013F-HRTimeline
Red Door Wealth Management, LLC14,212$396K0.04%+2313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC14,192$395K0.04%+1,61113F-HRTimeline
Sensenig Capital Advisors, Inc14,187$395K0.41%013F-HRTimeline
Empirical Asset Management, LLC14,167$395K0.1%-4213F-HRTimeline
Newman Dignan & Sheerar, Inc.14,161$394K0.08%+4513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC14,013$390K0.01%013F-HRTimeline
Maridea Wealth Management LLC13,993$390K0.06%-52113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC13,953$389K0.01%-78913F-HRTimeline
Sovereign Financial Group, Inc.13,946$388K0.07%+93613F-HRTimeline
Canandaigua National Trust Co of Florida13,920$388K0.31%-10,62013F-HRTimeline
Affinity Capital Advisors, LLC13,916$388K0.05%+6,36713F-HRTimeline
Partners in Financial Planning13,904$387K0.06%new13F-HRTimeline
Members Trust Co13,767$383K0.01%-1,98613F-HRTimeline
Advisors Capital Management, LLC13,746$383K<0.01%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC13,617$379K0.01%+62613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC13,571$378K0.07%+2613F-HRTimeline
Everhart Financial Group, Inc.13,545$377K0.03%+1,21713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,534$377K0.01%-1,00313F-HRTimeline
Darwin Wealth Management, LLC13,498$376K0.12%-1,98213F-HRTimeline
CGN Advisors LLC13,482$375K0.03%+21713F-HRTimeline
Cresset Asset Management, LLC13,458$375K<0.01%+20313F-HRTimeline
Capital Investment Counsel, LLC13,457$375K0.05%+38113F-HRTimeline
BRIGHTON JONES LLC13,424$374K0.01%new13F-HR/ATimeline
INVESTED ADVISORS13,345$372K0.38%-2813F-HRTimeline
WHITTIER TRUST CO13,158$370K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.13,270$370K0.24%-4413F-HRTimeline
Texas Yale Capital Corp.13,200$368K0.01%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,142$366K0.03%013F-HRTimeline
Modera Wealth Management, LLC13,074$364K<0.01%013F-HRTimeline
Walkner Condon Financial Advisors LLC12,956$361K0.05%-72613F-HRTimeline
Paragon Capital Management Ltd12,922$360K0.08%013F-HRTimeline
Range Advisory, LLC12,917$360K0.07%new13F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV12,902$359K0.23%-17113F-HRTimeline
Compound Planning, Inc.12,861$358K0.01%new13F-HRTimeline
Hutchens & Kramer Investment Management…12,844$358K0.11%013F-HRTimeline
ARS Wealth Advisors Group, LLC12,792$356K0.03%013F-HRTimeline
MCF Advisors LLC12,788$356K0.02%013F-HRTimeline
Root Financial Partners, LLC12,698$354K0.02%-2,75113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,652$353K0.02%+2,16213F-HRTimeline
Glass Jacobson Investment Advisors llc12,653$352K0.12%-73113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC12,650$352K0.06%+1,78213F-HRTimeline
Roger Wittlin Investment Advisory, LLC12,642$352K0.29%+5113F-HRTimeline
Coastwise Capital Group, LLC12,609$351K0.19%+5113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC12,540$349K0.1%013F-HRTimeline
ATX Financial Planning, LLC12,456$347K0.26%013F-HRTimeline
Westover Capital Advisors, LLC12,426$346K0.06%-34913F-HRTimeline
World Investment Advisors12,412$346K0.01%+23713F-HRTimeline
BetterWealth, LLC12,071$336K0.07%new13F-HRTimeline
Anson Capital, Inc.12,025$335K0.23%013F-HRTimeline
Composition Wealth, LLC11,940$333K<0.01%+2713F-HRTimeline
Procyon Advisors, LLC11,904$332K0.02%+1,03213F-HRTimeline
SC&H Financial Advisors, Inc.11,847$330K0.05%+4813F-HRTimeline
Moors & Cabot, Inc.11,782$328K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,774$328K<0.01%-487,33113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP11,546$322K0.02%new13F-HRTimeline
Investment Research Partners LLC11,362$316K0.13%013F-HRTimeline
Index Fund Advisors, Inc.11,325$315K0.01%+48313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,235$313K0.01%+19413F-HRTimeline
Creekside Partners11,202$312K0.13%013F-HRTimeline
SUMMITRY LLC11,165$311K0.01%+1,02313F-HR/ATimeline
Simmons Bankin group Simmons Bank11,076$308K0.02%013F-HRTimelineGroup
Ackerman Capital Advisors, LLC10,961$305K0.06%-10513F-HRTimeline
Arkadios Wealth Advisors10,924$304K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,839$302K<0.01%+53613F-HRTimelineGroup
Independence Wealth Advisors, LLC10,800$301K0.16%013F-HRTimeline
Zhang Financial LLC10,797$301K0.01%013F-HRTimeline
First Pacific Financial10,690$298K0.04%+4713F-HRTimeline
VestGen Advisors, LLC9,777$297K0.01%-3,09413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,667$297K<0.01%013F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.10,637$296K0.07%013F-HRTimeline
Quadrant Private Wealth Management, LLC10,630$296K0.05%013F-HRTimeline
Keenan, LLC10,594$295K0.25%-97613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.10,577$295K0.01%+51213F-HRTimelineGroup
Onyx Bridge Wealth Group LLC10,575$295K0.03%013F-HRTimeline
HANCOCK WHITNEY CORP10,228$287K<0.01%013F-HRTimeline
Curtis Advisory Group, LLC10,225$285K0.06%+86913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,173$283K0.01%+1,35813F-HRTimelineGroup
Caerus Investment Advisors, LLC10,017$279K0.12%013F-HRTimeline
Investment Planning Advisors, Inc.9,992$278K0.08%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.9,989$278K0.09%+213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,360$278K+786Timeline
Foundations Investment Advisors, LLC9,908$276K<0.01%new13F-HRTimeline
Indivisible Partners9,874$275K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC9,854$274K0.02%-49213F-HRTimeline
PARTHENON LLC9,762$272K0.03%013F-HRTimeline
Summit Asset Management, LLC9,624$268K0.04%+1,16413F-HRTimeline
Bluespring Wealth Management, LLC9,552$266K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.9,522$265K0.02%-8413F-HRTimeline
Smithfield Trust Co9,540$265K0.01%013F-HRTimeline
ADVOCATE GROUP LLC9,405$262K0.04%013F-HRTimeline
Jeter Robert S II8,604$261K0.26%13F-HRTimeline
Archvest Wealth Advisors, Inc.9,287$259K0.17%+2113F-HRTimeline
Linscomb Wealth, Inc.9,286$259K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.9,285$259K0.01%013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC9,267$258K0.02%013F-HRTimeline
Mutual Advisors, LLC9,188$256K0.01%+1,48113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,186$256K<0.01%-47413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC9,160$255K0.08%013F-HRTimeline
E&G Advisors, LLC9,126$254K0.06%013F-HRTimeline
Burk Holdings LLC9,122$254K0.11%-5,62313F-HRTimeline
Brooklyn Investment Group9,014$251K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,960$250K0.01%+113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC8,898$248K<0.01%new13F-HRTimelineGroup
Integrity Investment Advisors, LLC8,892$248K0.13%-8,90713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,873$247K<0.01%-24713F-HRTimelineGroup
Symphony Financial, Ltd. Co.8,819$245K0.03%+3213F-HRTimeline
Advisory Alpha, LLC8,737$243K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC8,720$243K0.01%new13F-HRTimeline
CHOREO, LLC8,714$243K<0.01%-1,29513F-HRTimeline
Americana Partners, LLC8,640$241K0.01%+3513F-HRTimeline
CALTON & ASSOCIATES, INC.8,557$238K0.03%new13F-HRTimeline
Main Street Research LLC8,541$238K0.01%-1,41813F-HRTimeline
New England Private Wealth Advisors LLC8,480$236K0.03%+313F-HRTimeline
SeaCrest Wealth Management, LLC8,471$236K0.03%-1013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,439$235K<0.01%-1,63613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,405$234K0.02%-16,16413F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC8,404$234K0.02%013F-HRTimeline
Financial Management, Inc.8,364$233K0.22%+3413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,357$233K<0.01%+47713F-HRTimelineGroup
Garde Capital, Inc.8,334$232K0.01%new13F-HRTimeline
HC Advisors, LLC8,304$231K0.15%013F-HRTimeline
Luminvest Wealth Management LLC8,259$230K0.06%013F-HRTimeline
ASPIRIANT, LLC8,199$228K0.01%013F-HRTimeline
WealthCollab, LLC8,157$227K0.09%-6,19613F-HRTimeline
Diversified Portfolios, Inc.8,154$227K0.02%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,007$223K<0.01%013F-HRTimelineGroup
Klingman & Associates, LLC7,999$223K0.01%013F-HRTimeline
Brio Consultants, LLC7,377$223K0.03%new13F-HRTimeline
Mesirow Financial Investment Management…7,969$222K<0.01%013F-HRTimeline
Asset Dedication, LLC7,950$221K0.02%-1,31113F-HRTimeline