As of 30 Sep 2025, 156 institutional investors reported holding 12,272,076 shares of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 366,199 | $9,786,996 | +$186,068 | $26.57 | 8 |
| 2025 Q3 | 12,272,076 | $315,860,129 | +$9,734,648 | $25.74 | 156 |
| 2025 Q2 | 11,882,073 | $284,953,065 | +$24,314,303 | $23.98 | 153 |
| 2025 Q1 | 12,268,627 | $281,801,641 | +$2,104,856 | $23.01 | 153 |
| 2024 Q4 | 12,178,014 | $283,353,331 | +$177,606,336 | $23.26 | 143 |
| 2024 Q3 | 3,943,657 | $277,452,736 | +$9,171,943 | $70.37 | 134 |
| 2024 Q2 | 3,833,109 | $251,451,528 | -$665,036 | $65.58 | 132 |
| 2024 Q1 | 3,835,279 | $253,865,517 | +$17,529,665 | $66.26 | 133 |
| 2023 Q4 | 2,045 | $124,928 | -$91,084 | $61.09 | 1 |
| 2023 Q3 | 2,843,489 | $156,573,198 | +$17,300,129 | $55.09 | 107 |
| 2023 Q2 | 2,529,598 | $143,461,705 | -$14,715,972 | $56.74 | 107 |
| 2023 Q1 | 2,800,093 | $151,434,169 | -$4,021,878 | $54.12 | 105 |
| 2022 Q4 | 2,808,346 | $147,666,813 | +$2,811,664 | $52.62 | 106 |
| 2022 Q3 | 2,491,802 | $117,440,000 | -$463,640 | $47.12 | 85 |
| 2022 Q2 | 2,538,522 | $127,448,000 | +$12,281,637 | $50.23 | 94 |
| 2022 Q1 | 2,274,510 | $131,111,394 | +$18,674,627 | $57.75 | 94 |
| 2021 Q4 | 1,947,266 | $112,996,931 | +$9,656,114 | $58.04 | 91 |
| 2021 Q3 | 1,736,839 | $93,208,838 | +$657,515 | $53.56 | 90 |
| 2021 Q2 | 1,701,982 | $92,861,000 | +$4,763,400 | $54.38 | 88 |
| 2021 Q1 | 1,641,593 | $84,189,839 | +$19,963,040 | $51.28 | 78 |
| 2020 Q4 | 1,270,335 | $57,016,302 | +$1,695,718 | $44.90 | 75 |
| 2020 Q3 | 1,177,468 | $44,930,106 | -$10,805,039 | $38.13 | 66 |
| 2020 Q2 | 1,471,564 | $53,339,557 | -$19,543,462 | $36.25 | 65 |
| 2020 Q1 | 1,988,079 | $61,091,000 | +$2,730,264 | $30.70 | 65 |
| 2019 Q4 | 1,911,588 | $80,550,000 | -$6,146,125 | $42.14 | 66 |
| 2019 Q3 | 1,947,371 | $76,196,924 | +$2,951,634 | $39.12 | 61 |
| 2019 Q2 | 1,872,058 | $72,424,418 | +$5,152,741 | $38.68 | 59 |
| 2019 Q1 | 1,739,798 | $65,436,491 | -$3,884,861 | $37.60 | 54 |
| 2018 Q4 | 1,849,964 | $62,198,798 | +$7,114,326 | $33.48 | 56 |
| 2018 Q3 | 1,358,900 | $53,640,286 | +$4,399,587 | $39.53 | 50 |
| 2018 Q2 | 1,246,292 | $46,601,403 | -$28,570,818 | $37.39 | 44 |
| 2018 Q1 | 2,013,494 | $72,915,919 | -$37,183,769 | $36.21 | 43 |
| 2017 Q4 | 3,039,839 | $112,269,359 | -$359,445 | $37.28 | 43 |
| 2017 Q3 | 2,930,575 | $102,774,445 | -$1,199,894 | $35.06 | 36 |
| 2017 Q2 | 2,966,916 | $100,139,893 | +$941,589 | $33.72 | 38 |
| 2017 Q1 | 2,940,997 | $98,876,889 | +$10,232,012 | $33.71 | 38 |
| 2016 Q4 | 2,640,093 | $85,917,406 | +$4,128,296 | $32.54 | 36 |
| 2016 Q3 | 2,467,570 | $76,506,000 | +$5,670,637 | $31.01 | 31 |
| 2016 Q2 | 2,285,650 | $68,638,371 | +$2,506,269 | $30.03 | 31 |
| 2016 Q1 | 2,195,237 | $64,413,089 | -$9,684,699 | $29.34 | 28 |
| 2015 Q4 | 2,542,876 | $72,534,758 | -$23,830,319 | $28.54 | 29 |
| 2015 Q3 | 3,179,768 | $86,347,885 | +$825,353 | $27.15 | 29 |
| 2015 Q2 | 3,149,123 | $93,342,944 | -$37,817,505 | $29.65 | 26 |
| 2015 Q1 | 4,423,933 | $132,932,602 | +$58,777,058 | $30.05 | 23 |
| 2014 Q4 | 2,467,254 | $74,250,264 | +$6,692,916 | $30.09 | 19 |
| 2014 Q3 | 2,224,795 | $64,176,789 | +$37,344,521 | $28.85 | 17 |
| 2014 Q2 | 929,949 | $26,960,033 | +$13,502,021 | $28.99 | 11 |
| 2014 Q1 | 464,919 | $12,915,946 | +$8,139,294 | $27.78 | 10 |