Security key
808524771
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX)
CUSIP: 808524771
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / FUNDAMENTAL US L
- Total 13F shares
- 589,994,017
- Share change
- +3,568,294
- Total reported value
- $13,912,363,270
- Reported price per share
- $23.61
- Number of holders
- 630
- Value change
- +$83,806,489
- Number of buys
- 350
- Number of sells
- 200
Security identity
Holder snapshot
Report period
Q1 2025
Institutions
630
Top holders
10
FNDX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
Previous quarter: Q4 2024
Broader feeds
Reporting periods
Holder history for CUSIP 808524771
Recent filing periods:
Ownership snapshot
Top reported holders of FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
—
13D/G signal
—
Evidence rows
0
Latest as of
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
630
Shares
589,994,017
Rows available
630
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
621
Q1 2025 holders
630
Holder diff
9
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend