As of 30 Sep 2025, 440 institutional investors reported holding 225,241,439 shares of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 10,001,027 | $315,380,356 | +$3,207,296 | $31.51 | 100 |
| 2025 Q3 | 225,241,439 | $7,017,599,078 | +$9,575,231 | $31.16 | 440 |
| 2025 Q2 | 225,440,488 | $6,459,906,472 | -$578,780,056 | $28.65 | 418 |
| 2025 Q1 | 246,476,534 | $6,754,361,092 | +$55,214,846 | $27.39 | 417 |
| 2024 Q4 | 244,826,606 | $7,274,032,472 | +$3,643,598,195 | $29.70 | 439 |
| 2024 Q3 | 120,707,249 | $7,190,316,717 | +$115,202,997 | $59.57 | 391 |
| 2024 Q2 | 119,492,060 | $6,563,319,455 | -$57,868,412 | $54.92 | 389 |
| 2024 Q1 | 116,549,227 | $6,646,435,958 | +$263,987,848 | $57.03 | 372 |
| 2023 Q4 | 112,109,632 | $6,204,896,045 | +$166,185,304 | $55.35 | 362 |
| 2023 Q3 | 108,008,329 | $5,237,286,416 | +$130,500,431 | $48.49 | 301 |
| 2023 Q2 | 105,252,612 | $5,309,773,649 | +$153,257,615 | $50.45 | 299 |
| 2023 Q1 | 102,258,126 | $4,976,479,201 | +$63,970,495 | $48.67 | 291 |
| 2022 Q4 | 100,876,391 | $4,715,048,157 | +$124,400,369 | $46.72 | 292 |
| 2022 Q3 | 97,826,433 | $4,160,103,635 | +$165,298,960 | $42.52 | 242 |
| 2022 Q2 | 93,964,034 | $4,252,864,426 | +$908,524,632 | $45.25 | 243 |
| 2022 Q1 | 73,789,460 | $3,946,912,202 | +$80,203,690 | $53.46 | 261 |
| 2021 Q4 | 72,334,205 | $4,022,439,604 | +$104,413,328 | $55.61 | 258 |
| 2021 Q3 | 70,161,338 | $3,696,134,522 | +$88,489,279 | $52.68 | 232 |
| 2021 Q2 | 68,467,533 | $3,723,591,103 | +$74,333,330 | $54.39 | 220 |
| 2021 Q1 | 67,051,372 | $3,397,010,203 | -$242,641,363 | $50.66 | 202 |
| 2020 Q4 | 71,660,187 | $3,076,446,375 | +$25,975,881 | $42.92 | 183 |
| 2020 Q3 | 70,718,748 | $2,337,269,942 | +$15,711,995 | $33.05 | 155 |
| 2020 Q2 | 69,820,526 | $2,214,791,175 | -$770,927,296 | $31.72 | 150 |
| 2020 Q1 | 94,370,447 | $2,441,422,028 | +$427,252,761 | $25.87 | 146 |
| 2019 Q4 | 77,384,938 | $3,113,771,785 | +$177,888,755 | $40.24 | 173 |
| 2019 Q3 | 72,365,696 | $2,732,387,461 | +$147,606,309 | $37.76 | 148 |
| 2019 Q2 | 68,508,809 | $2,582,164,907 | -$114,316,295 | $37.69 | 147 |
| 2019 Q1 | 71,504,913 | $2,662,998,311 | +$158,686,130 | $37.24 | 142 |
| 2018 Q4 | 67,100,699 | $2,203,838,285 | -$54,224,091 | $32.84 | 137 |
| 2018 Q3 | 68,321,073 | $2,781,418,390 | +$133,895,525 | $40.72 | 133 |
| 2018 Q2 | 64,961,109 | $2,592,662,425 | +$358,472,504 | $39.91 | 125 |
| 2018 Q1 | 56,123,696 | $2,090,259,095 | +$207,586,038 | $37.24 | 111 |
| 2017 Q4 | 54,091,774 | $2,050,151,977 | +$194,587,423 | $37.90 | 101 |
| 2017 Q3 | 44,549,536 | $1,615,759,000 | +$194,949,002 | $36.28 | 74 |
| 2017 Q2 | 39,394,023 | $1,368,964,000 | +$182,368,703 | $34.75 | 68 |
| 2017 Q1 | 33,931,078 | $1,177,217,000 | +$220,340,324 | $34.70 | 63 |
| 2016 Q4 | 27,575,591 | $940,333,000 | +$142,317,604 | $34.10 | 60 |
| 2016 Q3 | 23,078,866 | $718,679,000 | +$110,376,574 | $31.14 | 45 |
| 2016 Q2 | 19,536,416 | $573,315,304 | +$104,883,687 | $29.35 | 42 |
| 2016 Q1 | 15,885,115 | $455,899,000 | +$116,411,373 | $28.70 | 30 |
| 2015 Q4 | 11,886,365 | $332,446,000 | +$67,830,244 | $27.97 | 32 |
| 2015 Q3 | 8,947,466 | $243,461,000 | +$31,491,071 | $27.21 | 27 |
| 2015 Q2 | 7,790,395 | $236,593,000 | +$146,147,858 | $30.36 | 31 |
| 2015 Q1 | 2,976,578 | $92,364,000 | +$76,197,204 | $31.03 | 27 |
| 2014 Q4 | 523,664 | $15,628,000 | +$10,806,379 | $29.85 | 27 |
| 2014 Q3 | 233,797 | $6,464,000 | -$1,126,475 | $27.65 | 11 |
| 2014 Q2 | 267,804 | $7,920,000 | +$4,342,025 | $29.57 | 12 |
| 2014 Q1 | 122,123 | $3,496,000 | +$2,221,441 | $28.62 | 11 |