As of 30 Sep 2025, 687 institutional investors reported holding 625,386,573 shares of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 23,735,326 | $646,807,125 | +$30,031,159 | $27.21 | 156 |
| 2025 Q3 | 625,386,573 | $16,447,969,864 | +$269,528,913 | $26.30 | 687 |
| 2025 Q2 | 615,616,544 | $15,108,598,234 | +$704,735,935 | $24.54 | 658 |
| 2025 Q1 | 589,994,017 | $13,912,363,270 | +$83,806,489 | $23.61 | 630 |
| 2024 Q4 | 578,888,792 | $13,710,303,838 | +$8,998,678,929 | $23.68 | 621 |
| 2024 Q3 | 188,493,806 | $13,525,670,024 | +$289,640,469 | $71.76 | 545 |
| 2024 Q2 | 185,542,673 | $12,429,597,391 | +$204,714,899 | $66.98 | 530 |
| 2024 Q1 | 181,664,279 | $12,241,218,289 | +$425,352,401 | $67.39 | 496 |
| 2023 Q4 | 175,653,256 | $10,878,931,396 | +$462,066,886 | $61.94 | 476 |
| 2023 Q3 | 165,519,772 | $9,263,867,175 | +$220,864,267 | $55.97 | 411 |
| 2023 Q2 | 161,648,116 | $9,305,767,559 | +$209,176,789 | $57.57 | 411 |
| 2023 Q1 | 158,016,152 | $8,678,422,774 | +$375,480,233 | $54.92 | 385 |
| 2022 Q4 | 151,546,833 | $8,108,368,832 | +$133,865,934 | $53.44 | 383 |
| 2022 Q3 | 147,199,739 | $7,031,379,198 | +$266,704,893 | $47.76 | 346 |
| 2022 Q2 | 141,621,558 | $7,210,240,774 | -$687,055,554 | $50.90 | 352 |
| 2022 Q1 | 154,198,680 | $9,020,689,573 | +$1,536,324,408 | $58.50 | 392 |
| 2021 Q4 | 127,881,498 | $7,495,073,965 | +$1,017,988,448 | $58.61 | 359 |
| 2021 Q3 | 108,805,162 | $5,870,124,456 | +$202,230,254 | $53.95 | 298 |
| 2021 Q2 | 105,366,240 | $5,765,904,314 | +$266,075,696 | $54.72 | 274 |
| 2021 Q1 | 100,513,035 | $5,193,818,993 | +$174,360,618 | $51.67 | 254 |
| 2020 Q4 | 97,071,523 | $4,398,782,936 | +$103,253,998 | $45.29 | 212 |
| 2020 Q3 | 94,448,087 | $3,658,101,410 | +$14,142,751 | $38.73 | 182 |
| 2020 Q2 | 93,593,253 | $3,448,135,591 | -$1,449,797,983 | $36.84 | 190 |
| 2020 Q1 | 133,022,126 | $4,173,074,380 | +$289,216,816 | $31.33 | 190 |
| 2019 Q4 | 123,475,136 | $5,269,734,646 | +$268,946,167 | $42.68 | 218 |
| 2019 Q3 | 115,205,971 | $4,556,230,540 | +$199,523,452 | $39.55 | 174 |
| 2019 Q2 | 109,992,335 | $4,302,125,112 | +$250,787,311 | $39.11 | 167 |
| 2019 Q1 | 103,953,258 | $3,945,229,292 | +$223,937,627 | $37.95 | 161 |
| 2018 Q4 | 97,769,288 | $3,322,429,530 | -$174,415,282 | $33.98 | 156 |
| 2018 Q3 | 101,665,649 | $4,033,266,572 | +$192,729,415 | $39.68 | 143 |
| 2018 Q2 | 96,610,433 | $3,607,963,907 | +$234,202,234 | $37.34 | 135 |
| 2018 Q1 | 90,678,700 | $3,295,799,919 | +$276,405,538 | $36.34 | 125 |
| 2017 Q4 | 83,057,532 | $3,111,617,658 | +$347,296,551 | $37.46 | 112 |
| 2017 Q3 | 72,411,011 | $2,544,993,000 | +$302,693,589 | $35.15 | 85 |
| 2017 Q2 | 64,197,644 | $2,169,936,000 | +$353,662,152 | $33.82 | 80 |
| 2017 Q1 | 53,381,440 | $1,803,761,000 | +$343,303,298 | $33.79 | 76 |
| 2016 Q4 | 43,254,733 | $1,411,376,352 | +$200,075,058 | $32.63 | 72 |
| 2016 Q3 | 35,521,050 | $1,104,495,930 | +$184,073,701 | $31.11 | 61 |
| 2016 Q2 | 29,600,054 | $897,079,471 | +$171,984,984 | $30.31 | 54 |
| 2016 Q1 | 23,926,469 | $705,556,000 | +$64,006,960 | $29.48 | 47 |
| 2015 Q4 | 21,737,274 | $621,982,000 | +$131,925,839 | $28.64 | 44 |
| 2015 Q3 | 17,095,633 | $466,132,000 | +$129,709,116 | $27.27 | 41 |
| 2015 Q2 | 12,321,994 | $366,566,000 | +$205,004,097 | $29.75 | 39 |
| 2015 Q1 | 5,422,255 | $162,666,000 | +$117,758,532 | $30.00 | 36 |
| 2014 Q4 | 1,493,334 | $44,970,000 | +$23,029,853 | $30.11 | 30 |
| 2014 Q3 | 484,386 | $14,053,000 | +$4,236,973 | $29.01 | 17 |
| 2014 Q2 | 338,530 | $9,800,000 | +$4,243,862 | $28.95 | 10 |
| 2014 Q1 | 193,102 | $5,354,000 | +$1,136,000 | $27.72 | 6 |