Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Total 13F shares
-
10,001,027
-
Share change
-
+102,025
-
Total reported value
-
$315,380,356
-
Price per share
-
$31.51
-
Number of holders
-
100
-
Value change
-
+$3,207,295
-
Number of buys
-
39
-
Number of sells
-
43
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) was held by
100 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,001,027 shares.
The largest 10 holders included
Clarius Group, LLC, MOLLER WEALTH PARTNERS, Solitude Financial Services, First Pacific Financial, Trilogy Capital Inc., FOSTER & MOTLEY INC, Charles Schwab Trust Co, COLLECTIVE FAMILY OFFICE LLC, Arlington Financial Advisors, LLC, and Johnson Bixby & Associates, LLC.
This page lists
100
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.