SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA)

CUSIP: 808524763

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / FUNDAMENTAL US S
Total 13F shares
225,453,172
Share change
-739,024
Total reported value
$7,100,870,710
Price per share
$31.51
Number of holders
454
Value change
-$23,901,673
Number of buys
212
Number of sells
164

Quarterly Holders Quick Answers

What is CUSIP 808524763?
CUSIP 808524763 identifies FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S in SEC institutional holdings data.

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Top shareholders of FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

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 454 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 225,453,172 shares. The largest 10 holders included CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WADDELL & ASSOCIATES, LLC, Steele Capital Management, Inc., Prairiewood Capital, LLC, Clarius Group, LLC, VANTAGEPOINT INVESTMENT ADVISERS LLC, UBS Group AG, MORGAN STANLEY, MOLLER WEALTH PARTNERS, and Riverpoint Wealth Management Holdings, LLC. This page lists 454 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

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
442
Q4 2025 holders
454
Holder diff
12
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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