Skip to content

FNDX SCHWAB STRATEGIC TR

Follow

FUNDAMENTAL US L (fund)

635 managers (639 13F filers) reported a position in FNDX shares at 2025-03-31, 590,148,699 shares in all. 66 filers opened a position and 49 filers sold out during the quarter.

Managers
635
13F filers
639
New
66
Added
288
Reduced
158
Sold out
49
Shares held by filers
590,148,699

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Accredited Wealth Management, LLC300$7.08K0.01%013F-HRTimeline
Hexagon Capital Partners LLC291$6.87K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT285$6.73K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN270$6.38K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd247$5.83K<0.01%-12,13713F-HRTimeline
Westside Investment Management, Inc.238$5.62K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.224$5.29K<0.01%new13F-HRTimeline
Richardson Capital Management LLC212$5K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC189$4.46K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…189$4.46K<0.01%013F-HRTimelineGroup
Crews Bank & Trust168$3.97K<0.01%013F-HRTimeline
Robinswood Financial LLC165$3.9K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC162$3.83K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.142$3.35K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.138$3.26K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.131$3.09K<0.01%new13F-HRTimeline
CX Institutional110$3K<0.01%new13F-HRTimeline
FSA Wealth Management LLC116$2.74K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.114$2.69K<0.01%013F-HRTimeline
Bullock Wealth Management Group102$2.41K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC93$2.2K<0.01%-87613F-HR/ATimeline
Activest Wealth Management87$2.06K<0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC86$2.04K<0.01%013F-HRTimeline
Avion Wealth117$2K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC78$1.84K<0.01%-1,03213F-HRTimeline
Arax Advisory Partners65$1.54K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust51$1.21K<0.01%013F-HRTimeline
Keener Financial Planning LLC72$1K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division42$992<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$638<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26$614<0.01%+313F-HRTimelineGroup
LGT Financial Advisors LLC17$401<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.15$354<0.01%013F-HRTimeline
BFSG, LLC12$284<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-78513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.