Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
11,570,098
-
Share change
-
-688,840
-
Total reported value
-
$307,352,497
-
Price per share
-
$26.57
-
Number of holders
-
159
-
Value change
-
-$18,087,955
-
Number of buys
-
75
-
Number of sells
-
41
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
159 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,570,098 shares.
The largest 10 holders included
AlphaCore Capital LLC, FINANCIAL CONSULATE, INC, Opes Wealth Management LLC, Cambridge Investment Research Advisors, Inc., HighTower Advisors, LLC, Sound Stewardship, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, and Brightwater Advisory LLC.
This page lists
159
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 |
* 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.