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Disclosery

FNDX SCHWAB STRATEGIC TR

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FUNDAMENTAL US L (fund)

829 managers (841 13F filers) reported a position in FNDX shares at 2026-06-30, 652,936,034 shares in all. 101 filers opened a position and 44 filers sold out during the quarter.

Managers
829
13F filers
841
New
101
Added
337
Reduced
218
Sold out
44
Shares held by filers
652,936,034

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Westside Investment Management, Inc.238$7.4K<0.01%013F-HRTimeline
Cheviot Value Management, LLC222$6.9K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …210$6.53K<0.01%13F-HRTimelineGroup
Noble Wealth Management PBC200$6.22K<0.01%-29013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC189$5.88K<0.01%013F-HRTimeline
RHL GROUP, LLC189$5.86K<0.01%new13F-HRTimeline
Robinswood Financial LLC165$5.14K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC162$5.04K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC149$4.63K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.144$4.48K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC117$3.64K<0.01%013F-HRTimeline
Rice Partnership, LLC111$3.45K<0.01%-50713F-HRTimeline
Tradewinds Capital Management, LLC100$3.11K<0.01%new13F-HRTimeline
Avion Wealth117$3K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC88$2.74K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC88$2.74K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC83$2.58K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC78$2.43K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC73$2.27K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA54$1.68K<0.01%new13F-HRTimelineGroup
Prosperity Bancshares Inc51$1.59K<0.01%013F-HRTimeline
Basepoint Wealth LLC44$1.38K<0.01%-3,06313F-HRTimeline
Central Pacific Bank - Trust Division42$1.31K<0.01%013F-HRTimeline
CENTRAL TRUST Co39$1.21K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC24$1K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC32$995<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC22$684<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.15$466<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC13$404<0.01%013F-HRTimeline