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Disclosery

FNDX SCHWAB STRATEGIC TR

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FUNDAMENTAL US L (fund)

662 managers (667 13F filers) reported a position in FNDX shares at 2025-06-30, 615,816,546 shares in all. 64 filers opened a position and 43 filers sold out during the quarter.

Managers
662
13F filers
667
New
64
Added
279
Reduced
191
Sold out
43
Shares held by filers
615,816,546

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Atlantic Edge Private Wealth Management…699$17.2K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC666$16.3K<0.01%-1,55113F-HRTimeline
Capital Advisors, Ltd. LLC645$16K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…645$15.8K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC621$15.2K<0.01%013F-HRTimeline
Rice Partnership, LLC618$15.2K<0.01%013F-HRTimeline
Pflug Koory, LLC600$14.7K0.01%013F-HRTimeline
Investors Research Corp591$14.5K<0.01%013F-HRTimeline
Operose Advisors LLC584$14.3K<0.01%-5,38513F-HRTimeline
Blue Trust, Inc.582$14.3K<0.01%-3,91813F-HRTimeline
Rossby Financial, LCC557$13.7K0.01%013F-HRTimeline
Coston, McIsaac & Partners537$13K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC501$12.3K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …490$12K<0.01%13F-HRTimelineGroup
Beacon Capital Management, LLC489$12K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.441$10.8K<0.01%13F-HRTimeline
CGC Financial Services, LLC432$10.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC428$10.5K<0.01%013F-HRTimeline
CENTRAL TRUST Co420$10.3K<0.01%+6913F-HRTimeline
TD Capital Management LLC417$10.2K<0.01%+213F-HRTimeline
Painted Porch Advisors LLC381$9.35K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC348$8.54K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.327$8.03K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp312$7.71K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…300$7.36K<0.01%-4513F-HRTimelineGroup
Accredited Wealth Management, LLC300$7.36K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT285$6.99K<0.01%013F-HRTimeline
Solstein Capital, LLC279$6.85K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN270$6.63K<0.01%013F-HRTimeline
Binnacle Investments Inc267$6.55K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.238$5.84K<0.01%013F-HRTimeline
Richardson Capital Management LLC213$5.22K<0.01%+113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC204$5.01K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC189$4.64K<0.01%013F-HRTimeline
WFA of San Diego, LLC171$4.2K<0.01%13F-HRTimeline
Robinswood Financial LLC165$4.05K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC162$3.98K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.144$3.53K<0.01%+213F-HRTimeline
GHP Investment Advisors, Inc.138$3.39K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA126$3.09K<0.01%new13F-HRTimeline
CX Institutional110$3K<0.01%013F-HR/ATimeline
Quaker Wealth Management, LLC117$2.87K<0.01%new13F-HRTimeline
FSA Wealth Management LLC116$2.85K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.114$2.8K<0.01%013F-HRTimeline
Bullock Wealth Management Group102$2.53K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC93$2.28K<0.01%013F-HRTimeline
Activest Wealth Management88$2.15K<0.01%+113F-HRTimeline
Peachtree Investment Partners, LLC87$2.13K<0.01%+113F-HRTimeline
Avion Wealth117$2K<0.01%013F-HR/ATimeline
WOLFF WIESE MAGANA LLC78$1.92K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC78$1.91K<0.01%013F-HRTimeline
Arax Advisory Partners65$1.61K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC56$1.39K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA54$1.32K<0.01%-34813F-HRTimelineGroup
Parkside Financial Bank & Trust51$1.26K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division42$1.03K<0.01%013F-HRTimeline
Keener Financial Planning LLC72$1K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC31$772<0.01%-80913F-HRTimeline
LGT Financial Advisors LLC17$417<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.15$368<0.01%013F-HRTimeline
BFSG, LLC12$295<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.