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Disclosery

FNDX SCHWAB STRATEGIC TR

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FUNDAMENTAL US L (fund)

Filings received so far for Q3 2026: 29 13F filers report a position in FNDX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
FIRST COMMUNITY TRUST NA1,005,298$31.6M10.54%+1,002,31913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC754,377$23.7M6.67%+6,42713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC402,400$12.7M2.62%+9,43913F-HRTimeline
Breakwater Capital Group368,368$11.6M1.38%+42,24113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC190,173$5.98M1.43%+30,25613F-HRTimeline
Farther Finance Advisors, LLC142,647$4.49M0.03%+5,66813F-HRTimeline
Avidian Wealth Enterprises, LLC95,741$3.01M0.08%+2,86413F-HRTimeline
YHB Investment Advisors, Inc.77,941$2.45M0.15%+12,94113F-HRTimeline
Valeo Financial Advisors, LLC74,710$2.35M0.05%+19113F-HRTimeline
Go Invest LLC66,672$2.1M0.44%+8,08613F-HRTimeline
DIVERSIFIED MANAGEMENT INC51,287$1.61M0.28%+5,81213F-HRTimeline
CoreCap Advisors, LLC49,262$1.55M0.04%+16,81513F-HRTimeline
Apella Capital, LLC46,393$1.48M0.02%+9,59513F-HRTimeline
Wedmont Private Capital39,759$1.28M0.03%+2,23213F-HRTimeline
Councilor Wealth, LLC32,637$1.03M0.42%+1413F-HRTimeline
Canandaigua National Trust Co of Florida24,360$767K0.42%13F-HRTimeline
Tactive Advisors, LLC23,487$739K0.18%+1,98413F-HRTimeline
Plan A Wealth LLC23,017$724K0.26%+24513F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …21,684$682K0.05%-1,42913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC14,387$453K0.01%+2,80613F-HRTimeline
Everhart Financial Group, Inc.11,684$368K0.02%013F-HRTimeline
Paragon Capital Management Ltd7,922$249K0.05%013F-HRTimeline
CHAPIN DAVIS, INC.7,494$236K0.05%013F-HRTimeline
Sprinkle Financial Consultants LLC6,475$204K0.08%-5013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,773$87.3K0.01%013F-HRTimeline
Versant Capital Management, Inc548$17.2K<0.01%+213F-HRTimeline
CX Institutional500$16K<0.01%013F-HRTimeline
Noble Wealth Management PBC286$9K<0.01%+8613F-HRTimeline
Central Pacific Bank - Trust Division75$2.36K<0.01%+3313F-HRTimeline