Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Number of holders
-
418
-
Total 13F shares, excl. options
-
225,440,488
-
Shares change
-
-20,243,098
-
Total reported value, excl. options
-
$6,459,906,472
-
Value change
-
-$578,780,056
-
Number of buys
-
197
-
Number of sells
-
-180
-
Price
-
$28.65
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q2 2025
459 filings reported holding FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S as of Q2 2025.
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) has 418 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 225,440,488 shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (180,780,879 shares), WADDELL & ASSOCIATES, LLC (2,689,433 shares), Steele Capital Management, Inc. (2,039,901 shares), Clarius Group, LLC (1,855,727 shares), Prairiewood Capital, LLC (1,755,747 shares), UBS Group AG (1,449,221 shares), MORGAN STANLEY (1,296,735 shares), MOLLER WEALTH PARTNERS (1,283,119 shares), Ironwood Investment Counsel, LLC (1,179,447 shares), and AMERIPRISE FINANCIAL INC (1,172,144 shares).
This table shows the top 418 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.