SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / FUNDAMENTAL US L
Symbol
FNDX
Price per share
$27.21
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
625,367,523
Total reported value
$16,447,356,804
% of total 13F portfolios
0.08%
Share change
+10,115,624
Value change
+$269,065,549
Number of holders
687
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 687 institutional shareholders filing 13F forms. They hold 625,367,523 shares. .

Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 11,889,549 $324,632,799 +$17,155,949 $27.21 53
2025 Q3 625,367,523 $16,447,356,804 +$269,065,549 $26.30 687
2025 Q2 615,616,544 $15,108,598,234 +$704,735,868 $24.54 658
2025 Q1 589,982,438 $13,912,089,890 +$83,533,158 $23.61 629
2024 Q4 578,377,129 $13,698,186,623 +$8,988,005,745 $23.68 615
2024 Q3 188,464,443 $13,523,562,893 +$288,906,848 $71.76 540
2024 Q2 185,486,201 $12,425,814,097 +$204,371,755 $66.98 522
2024 Q1 181,647,170 $12,240,053,101 +$413,445,474 $67.39 493
2023 Q4 60,910 $3,772,837 -$122,986 $61.94 7
2023 Q3 165,239,058 $9,248,155,106 +$225,158,410 $55.97 406
2023 Q2 161,423,302 $9,292,837,094 +$207,619,854 $57.57 404
2023 Q1 157,784,225 $8,665,685,561 +$361,930,634 $54.92 379
2022 Q4 151,332,778 $8,096,929,270 +$134,226,762 $53.44 379
2022 Q3 146,996,090 $7,021,652,197 +$267,709,837 $47.76 343
2022 Q2 141,425,287 $7,200,250,822 -$290,363,248 $50.90 348
2022 Q1 145,541,090 $8,514,167,584 +$1,230,853,135 $58.50 386
2021 Q4 127,675,811 $7,483,018,148 +$1,018,158,428 $58.61 355
2021 Q3 108,625,615 $5,859,998,389 +$201,541,633 $53.95 296
2021 Q2 105,173,421 $5,755,353,371 +$258,484,971 $54.72 271
2021 Q1 100,459,260 $5,191,040,441 +$172,121,588 $51.67 252
2020 Q4 97,059,883 $4,398,255,769 +$103,368,531 $45.29 209
2020 Q3 94,436,341 $3,657,645,667 +$13,570,988 $38.73 178
2020 Q2 93,581,247 $3,447,693,089 -$1,425,005,595 $36.84 186
2020 Q1 132,053,733 $4,142,723,966 +$284,402,532 $31.33 183
2019 Q4 122,598,451 $5,232,364,694 +$265,998,648 $42.68 214
2019 Q3 115,193,832 $4,555,749,793 +$197,547,679 $39.55 171
2019 Q2 109,978,893 $4,301,599,395 +$243,734,842 $39.11 165
2019 Q1 103,939,816 $3,944,719,168 +$211,924,948 $37.95 159
2018 Q4 97,327,600 $3,307,424,771 -$202,089,213 $33.98 153
2018 Q3 101,473,452 $4,025,640,194 +$192,277,771 $39.68 140
2018 Q2 96,596,991 $3,607,461,983 +$234,197,747 $37.34 133
2018 Q1 90,658,878 $3,295,072,689 +$276,181,619 $36.34 122
2017 Q4 83,032,207 $3,110,668,983 +$324,301,891 $37.46 110
2017 Q3 72,411,011 $2,544,993,000 +$315,669,498 $35.15 85
2017 Q2 64,196,735 $2,169,905,000 +$352,563,763 $33.82 79
2017 Q1 53,381,440 $1,803,761,000 +$343,303,160 $33.79 76
2016 Q4 43,254,733 $1,411,376,352 +$200,075,207 $32.63 72
2016 Q3 35,521,050 $1,104,495,930 +$184,073,732 $31.11 61
2016 Q2 29,600,054 $897,079,471 +$171,984,941 $30.31 54
2016 Q1 23,926,469 $705,556,000 +$64,006,923 $29.48 47
2015 Q4 21,737,274 $621,982,000 +$131,925,843 $28.64 43
2015 Q3 17,095,587 $466,131,000 +$129,717,076 $27.27 40
2015 Q2 12,321,994 $366,566,000 +$205,004,014 $29.75 39
2015 Q1 5,422,255 $162,666,000 +$117,758,400 $30.00 36
2014 Q4 1,493,334 $44,970,000 +$23,029,847 $30.11 30
2014 Q3 484,386 $14,053,000 +$4,236,972 $29.01 17
2014 Q2 338,530 $9,800,000 +$4,243,865 $28.95 10
2014 Q1 193,102 $5,354,000 +$1,135,999 $27.72 6