CUSIP 808524789FUNDAMENTAL US BFNDBQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
160 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Alphacore Capital LLC | 1.31M | $34.69M | −3.9K | Reduced |
| 2 | Financial Consulate, Inc | 1.02M | $27.08M | −204.0K | Reduced |
| 3 | Opes Wealth Management LLC | 737.6K | $19.60M | +14.5K | Added |
| 4 | Hightower Advisors, LLC | 704.1K | $18.71M |
| +12.0K |
| Added |
| 5 | Sound Stewardship, LLC | 635.0K | $16.87M | +1.2K | Added |
| 6 | Bank Of America Corp /De/ | 436.8K | $11.61M | −3.3K | Reduced |
| 7 | Morgan Stanley | 399.3K | $10.61M | +1.1K | Added |
| 8 | Raymond James Financial Inc | 283.6K | $7.53M | +3.2K | Added |
| 9 | Brightwater Advisory LLC | 280.1K | $7.44M | −4.1K | Reduced |
| 10 | Envestnet Asset Management Inc | 248.3K | $6.60M | +699 | Added |
See every fund holding Schwab Strategic Tr, with full quarter-over-quarter share changes.
Unlock all holders