SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX)

CUSIP: 808524771

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class
Equity / FUNDAMENTAL US L
Total 13F shares
194,590,102
Share change
+13,867,593
Total reported value
$5,427,772,944
Price per share
$27.85
Number of holders
630
Value change
+$386,327,656
Number of buys
327
Number of sells
195

Quarterly Holders Quick Answers

What is CUSIP 808524771?
CUSIP 808524771 identifies FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L (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 L (FNDX) as of Q1 2026

As of 31 Mar 2026, SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) was held by 630 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 194,590,102 shares. The largest 10 holders included KEYBANK NATIONAL ASSOCIATION/OH, Boulay Financial Advisors, LLC, McAdam, LLC, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, ENVESTNET ASSET MANAGEMENT INC, Steele Capital Management, Inc., LPL Financial LLC, Glassman Wealth Services, Northwest Bancshares, Inc., and Cetera Investment Advisers. This page lists 630 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
738
Q1 2026 holders
630
Holder diff
-108
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 Value $ Q1 2026 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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