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FNDX SCHWAB STRATEGIC TR

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FUNDAMENTAL US L (fund)

623 managers (628 13F filers) reported a position in FNDX shares at 2024-12-31, 579,015,234 shares in all. 59 filers opened a position and 40 filers sold out during the quarter.

Managers
623
13F filers
628
New
59
Added
508
Reduced
4
Sold out
40
Shares held by filers
579,015,234

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GHP Investment Advisors, Inc.138$3.27K<0.01%+9213F-HRTimeline
Graney & King, LLC119$2.83K<0.01%13F-HRTimeline
FSA Wealth Management LLC116$2.75K<0.01%+6713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.114$2.7K<0.01%+7613F-HRTimeline
Bullock Wealth Management Group102$2.42K<0.01%+6813F-HRTimeline
Raleigh Capital Management Inc.95$2.24K<0.01%+6413F-HRTimeline
Glen Eagle Advisors, LLC94$2.23K<0.01%+6213F-HRTimeline
NBZ Investment Advisors LLC87$2.06K<0.01%13F-HRTimeline
Peachtree Investment Partners, LLC86$2.04K<0.01%new13F-HRTimeline
Avion Wealth117$2K<0.01%+7813F-HRTimeline
BOKF, NAin group BOKF, NA54$1.27K<0.01%+3613F-HRTimelineGroup
Parkside Financial Bank & Trust51$1.21K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC48$1.13K<0.01%+3213F-HRTimeline
Wood Tarver Financial Group, LLC75$1K<0.01%13F-HRTimeline
Keener Financial Planning LLC72$1K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC42$995<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division42$995<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS23$545<0.01%+1813F-HRTimelineGroup
Van Hulzen Asset Management, LLC18$427<0.01%new13F-HRTimeline
LGT Financial Advisors LLC17$402<0.01%-9013F-HRTimeline
ARVEST INVESTMENTS, INC.15$355<0.01%+1013F-HRTimeline
BFSG, LLC12$285<0.01%+813F-HRTimeline
Members Trust Co15,753$373M+10,50213F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.