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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
Keating Financial Advisory Services, In…7,941$221K0.04%+4,01113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC7,935$221K0.14%013F-HRTimeline
NORDEN GROUP LLC7,924$221K0.02%+3213F-HRTimeline
Summit Financial, LLC7,903$220K<0.01%new13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP7,888$220K0.02%new13F-HRTimeline
High Net Worth Advisory Group LLC7,830$218K0.05%013F-HRTimeline
Christensen, King & Associates Investme…7,826$218K0.09%+2813F-HRTimeline
Oak Wealth Advisors LLC7,811$218K0.12%013F-HRTimeline
Strategies Wealth Advisors, LLC7,727$215K0.02%+1513F-HRTimeline
Advus Financial Partners, LLC7,725$215K0.08%013F-HR/ATimeline
Frank, Rimerman Advisors LLC7,677$214K0.01%013F-HRTimeline
Trivium Point Advisory, LLC7,654$213K0.04%-73813F-HRTimeline
Palisade Asset Management, LLC7,611$212K0.02%013F-HRTimeline
Valley Brook Capital Group, Inc.7,578$211K0.14%013F-HRTimeline
SeedSafe Financial LLC7,575$211K0.17%new13F-HRTimeline
High Note Wealth, LLC7,551$210K0.04%013F-HRTimeline
Foundry Financial LLC7,510$209K0.09%new13F-HRTimeline
Fragasso Financial Advisors Inc7,429$209K0.01%013F-HRTimeline
CHAPIN DAVIS, INC.7,494$209K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC7,484$208K0.01%-3,38713F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,392$206K0.02%+113F-HRTimeline
Archer Investment Corp7,369$205K0.04%+2913F-HRTimeline
Abacus Planning Group, Inc.7,301$203K0.03%new13F-HRTimeline
EVOKE WEALTH, LLC7,296$203K<0.01%new13F-HRTimeline
JB Capital LLC7,285$203K0.01%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,260$202K0.01%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC6,932$201K0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,979$194K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC6,785$189K0.02%013F-HRTimeline
GODSEY & GIBB, INC6,557$183K0.02%-23613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…6,438$179K0.01%-2,13213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,318$176K<0.01%-40913F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC5,988$167K0.05%new13F-HRTimeline
GHP Investment Advisors, Inc.5,979$167K0.01%013F-HRTimeline
Caitlin John, LLC5,961$166K0.1%013F-HRTimeline
Front Row Advisors LLC5,832$162K0.05%013F-HRTimeline
Geneos Wealth Management Inc.5,832$162K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,537$154K0.01%-32913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,438$151K0.01%+5813F-HRTimelineGroup
Breakwater Investment Management5,388$150K0.06%013F-HRTimeline
Beacon Capital Management, Inc.5,311$148K0.01%new13F-HR/ATimeline
McIlrath & Eck, LLC5,199$145K0.01%+313F-HRTimeline
Fairway Wealth LLC4,932$137K0.04%013F-HRTimeline
BOK Financial Private Wealth, Inc.4,860$135K0.01%013F-HRTimeline
Clearstead Advisors, LLC4,745$132K<0.01%-7,64013F-HRTimeline
Smartleaf Asset Management LLC4,699$128K<0.01%-1,58613F-HRTimeline
Activest Wealth Management4,208$117K0.02%+2613F-HRTimeline
Tanglewood Legacy Advisors, LLC4,159$116K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,996$111K0.01%-3,58813F-HRTimeline
Integrity Financial Corp /WA3,987$111K0.06%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,885$108K0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,727$104K0.03%+1513F-HRTimeline
SHP Wealth Management3,684$103K0.01%new13F-HRTimeline
RMG Wealth Management LLC3,369$102K0.01%new13F-HRTimeline
Key Capital Management, INC3,393$94.5K0.06%+29713F-HRTimeline
ADIRONDACK TRUST CO3,387$94.3K0.03%-18513F-HRTimeline
Fairscale Capital, LLC3,375$94K0.06%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,360$93.6K0.01%013F-HRTimeline
Basepoint Wealth LLC3,107$86.5K0.05%+3,10513F-HRTimeline
Team Financial Group, LLC2,996$83.4K0.04%+1313F-HRTimeline
FIRST COMMUNITY TRUST NA2,979$83K0.06%013F-HRTimeline
Tidemark, LLC2,912$81.1K0.02%+813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,922$81K0.06%013F-HRTimeline
SYM FINANCIAL Corp2,889$80.5K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,773$77.2K0.01%013F-HRTimeline
MidFirst Bank2,661$74.1K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC2,643$73.6K0.01%+5713F-HRTimeline
WealthShield Partners, LLC2,545$70.9K0.01%013F-HRTimeline
CDKV HOLDINGS LLC2,373$66.1K0.06%013F-HRTimeline
SJS Investment Consulting Inc.2,310$64.3K0.01%013F-HRTimeline
UMB Bank, n.a.2,286$63.7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JNBA Financial Advisors2,277$63.4K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,248$62.6K0.03%+713F-HRTimeline
PFS Partners, LLC2,232$62.2K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…2,224$61.9K<0.01%+86613F-HRTimeline
NFSG Corp2,100$58.5K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,093$58.3K0.04%+913F-HRTimeline
Dunhill Financial, LLC2,049$57.1K0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,969$54.8K<0.01%013F-HRTimeline
Scarborough Advisors, LLC1,929$53.7K0.01%new13F-HRTimeline
TSFG, LLC1,905$53K0.01%013F-HRTimeline
Private Wealth Management Group, LLC1,888$52.6K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,866$52K0.02%013F-HRTimeline
Graney & King, LLC1,823$50.8K0.03%+113F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,818$50.6K0.01%-1,79513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,725$48K<0.01%+1,40713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bogart Wealth, LLC1,626$45.3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management1,608$45K0.01%new13F-HRTimeline
DAGCO, INC.1,532$42.7K0.01%+10613F-HRTimeline
Eukles Asset Management1,500$41.8K0.02%new13F-HRTimeline
Synergy Investment Management, LLC1,458$40.6K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,439$40.1K<0.01%-2,39113F-HRTimelineGroup
PINNEY & SCOFIELD, INC.1,421$39.6K0.02%+513F-HRTimeline
Key Financial Inc1,346$37.5K0.01%013F-HRTimeline
Global Wealth Strategies & Associates1,318$36.7K0.01%+513F-HRTimeline
Signature Resources Capital Management,…1,316$36.7K0.02%+81213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,281$35.7K0.01%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC1,278$35.6K0.02%13F-HRTimeline
Financial Connections Group, Inc.1,227$34K0.01%013F-HRTimeline
Blue Trust, Inc.1,205$33.6K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC1,080$31.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,125$31.3K<0.01%-3,11413F-HRTimeline
Valued Wealth Advisors LLC1,092$30.4K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,011$28.2K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC969$27K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC870$24.2K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC807$22.5K<0.01%013F-HRTimeline
Anchor Investment Management, LLC790$22K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC780$21.7K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust769$21.4K<0.01%013F-HRTimeline
HM PAYSON & CO753$21K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC747$20.9K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…720$20K<0.01%013F-HRTimelineGroup
Accordant Advisory Group Inc704$19.6K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…701$19.5K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…699$19.5K<0.01%013F-HRTimeline
Triumph Capital Management672$18.7K<0.01%-1,57213F-HRTimeline
Kozak & Associates, Inc.645$18.6K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC666$18.5K<0.01%new13F-HRTimeline
Osbon Capital Management LLC660$18.4K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC645$18K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…645$18K0.01%013F-HRTimeline
Paladin Advisory Group, LLC630$17.5K0.01%-13413F-HRTimeline
Rice Partnership, LLC618$17.2K<0.01%013F-HRTimeline
Pflug Koory, LLC602$16.8K0.01%+213F-HRTimeline
FINANCIAL CONSULATE, INC597$16.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC588$16.4K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.588$16.4K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC586$16.3K0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC518$15.6K0.01%013F-HRTimeline
Rossby Financial, LCC557$15.5K<0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC555$15.5K<0.01%new13F-HRTimeline
Wall Street Financial Group, Inc.518$14.4K0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…507$14.1K0.01%013F-HRTimeline
Coston, McIsaac & Partners537$14K<0.01%013F-HRTimeline
CX Institutional500$14K<0.01%+39813F-HRTimeline
Noble Wealth Management PBC490$13.6K0.01%-12513F-HRTimeline
Strategic Wealth Partners, Ltd.441$12.3K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC420$12K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC422$11.8K<0.01%+213F-HRTimeline
FIRST UNITED BANK & TRUST380$10.6K<0.01%-25713F-HRTimeline
DiNuzzo Private Wealth, Inc.369$10.3K<0.01%013F-HRTimeline
Evergreen Advisors, LLC361$10.1K<0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC348$9.69K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.327$9.11K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp312$8.69K0.01%013F-HRTimeline
Main Street Group, LTD288$8.02K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC285$7.94K0.01%-3713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT285$7.94K<0.01%013F-HRTimeline
Solstein Capital, LLC279$7.77K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.268$7.46K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN250$6.96K<0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC249$6.93K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.238$6.63K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …210$5.85K<0.01%-28013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC189$5.26K<0.01%013F-HRTimeline
WFA of San Diego, LLC171$4.76K<0.01%013F-HRTimeline
Robinswood Financial LLC165$4.6K<0.01%013F-HR/ATimeline
Founders Financial Alliance, LLC162$4.51K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.160$4.44K<0.01%-40413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC149$4.15K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.144$4.01K<0.01%013F-HRTimeline
Creative Capital Management Investments…141$3.93K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC117$3.26K<0.01%013F-HRTimeline
Avion Wealth117$3K<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC89$2.48K<0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC88$2.45K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC83$2.31K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC78$2.17K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.72$2.01K<0.01%new13F-HRTimelineGroup
CURIO WEALTH, LLC57$1.59K<0.01%013F-HRTimeline
Prosperity Bancshares Inc51$1.42K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division42$1.17K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC32$887<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.15$417<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC13$362<0.01%new13F-HRTimeline