Security Snapshot

SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) Institutional Ownership

CUSIP: 808524789

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

159

Shares (Excl. Options)

11,570,099

Price

$26.57

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Type / Class
Equity / FUNDAMENTAL US B
Symbol
FNDB
Price per share
$27.20
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,570,099
Total reported value
$307,352,497
% of total 13F portfolios
0%
Share change
-688,839
Value change
-$18,087,920
Number of holders
159
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • FNDB - SCHWAB STRATEGIC TR - FUNDAMENTAL US B is tracked under CUSIP 808524789.
  • 159 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 159 to 32 between Q4 2025 and Q1 2026.
  • Reported value moved from $307,352,497 to $48,129,648.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 159 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 808524789?
CUSIP 808524789 identifies FNDB - SCHWAB STRATEGIC TR - FUNDAMENTAL US B in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 159 institutional investors reported holding 11,570,099 shares of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB).

Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,774,164 $48,129,648 +$897,789 $27.20 32
2025 Q4 11,570,099 $307,352,497 -$18,087,920 $26.57 159
2025 Q3 12,272,076 $315,860,129 +$9,734,641 $25.74 156
2025 Q2 11,882,073 $284,953,065 +$24,314,319 $23.98 153
2025 Q1 12,268,627 $281,801,641 +$2,104,854 $23.01 153
2024 Q4 12,213,228 $284,172,493 +$178,425,479 $23.26 143
2024 Q3 3,943,658 $277,452,840 +$9,172,016 $70.37 134
2024 Q2 3,835,053 $251,579,024 -$667,468 $65.58 133
2024 Q1 3,835,279 $253,865,517 +$18,845,411 $66.26 133
2023 Q4 3,550,452 $216,625,922 +$43,250,521 $61.10 126
2023 Q3 2,849,305 $156,893,618 +$17,286,472 $55.09 109
2023 Q2 2,533,109 $143,660,938 -$14,715,564 $56.74 108
2023 Q1 2,803,597 $151,623,782 -$4,254,891 $54.12 106
2022 Q4 2,808,346 $147,666,813 +$2,811,659 $52.62 106
2022 Q3 2,491,802 $117,440,000 -$463,635 $47.12 85
2022 Q2 2,538,522 $127,448,000 +$12,489,307 $50.23 94
2022 Q1 2,274,510 $131,111,394 +$18,187,305 $57.75 94
2021 Q4 1,947,266 $112,996,931 +$8,900,383 $58.04 91
2021 Q3 1,723,593 $92,273,838 +$889,922 $53.56 88
2021 Q2 1,695,003 $92,133,000 +$4,763,404 $54.37 87
2021 Q1 1,641,593 $84,189,839 +$19,963,031 $51.28 78
2020 Q4 1,270,335 $57,016,302 +$1,695,721 $44.90 75
2020 Q3 1,177,468 $44,930,106 -$10,805,044 $38.13 66
2020 Q2 1,471,564 $53,339,557 -$18,595,363 $36.25 65
2020 Q1 2,007,928 $61,833,000 +$287,640 $30.70 67
2019 Q4 1,911,589 $80,550,032 -$6,162,604 $42.14 67
2019 Q3 1,947,371 $76,196,924 +$2,951,638 $39.12 61
2019 Q2 1,872,058 $72,424,418 +$5,152,745 $38.68 59
2019 Q1 1,739,812 $65,437,491 -$5,531,383 $37.60 55
2018 Q4 1,849,964 $62,198,798 +$7,271,331 $33.48 56
2018 Q3 1,358,900 $53,640,286 +$4,481,204 $39.53 50
2018 Q2 1,246,292 $46,601,403 -$28,570,826 $37.39 44
2018 Q1 2,013,494 $72,915,919 -$37,183,738 $36.21 43
2017 Q4 3,039,839 $112,269,359 -$359,446 $37.28 43
2017 Q3 2,939,096 $103,293,445 -$680,894 $35.06 37
2017 Q2 2,966,916 $100,139,893 +$941,587 $33.72 38
2017 Q1 2,940,997 $98,876,889 +$10,232,022 $33.71 38
2016 Q4 2,640,093 $85,917,406 +$4,128,298 $32.54 36
2016 Q3 2,467,571 $76,507,000 +$5,670,635 $31.01 32
2016 Q2 2,285,650 $68,638,371 +$2,510,269 $30.03 31
2016 Q1 2,195,237 $64,413,089 -$9,684,706 $29.34 28
2015 Q4 2,542,876 $72,534,758 -$23,830,312 $28.54 30
2015 Q3 3,179,768 $86,347,885 +$825,349 $27.15 29
2015 Q2 3,149,123 $93,342,944 -$37,817,556 $29.65 26
2015 Q1 4,423,933 $132,932,602 +$58,776,047 $30.05 23
2014 Q4 2,467,303 $74,251,264 +$6,692,941 $30.09 20
2014 Q3 2,224,843 $64,177,789 +$37,344,561 $28.85 18
2014 Q2 934,310 $27,167,033 +$13,708,317 $28.99 13
2014 Q1 464,919 $12,915,946 +$8,139,305 $27.78 10