# SCHWAB STRATEGIC TR FUNDAMENTAL US S

SCHWAB STRATEGIC TR FUNDAMENTAL US S is a security (CUSIP 808524763) tracked across SEC portfolio filings. 515 institutional managers reported $7.6B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $26.1M via N-PORT as of 2021-10-31.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: FUNDAMENTAL US S
- CUSIP: 808524763
- Asset category: EC
- 13F holders: 515
- 13F value: $7.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $26.1M
- N-PORT report: 2021-10-31

## Top institutional holders (Form 13F)

_Showing 15 of 515 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $5.8B | 179,241,792 |
| [WADDELL & ASSOCIATES, LLC](https://search.stillhousedata.com/firm/283723) | MEMPHIS, TN | $110.2M | 2,896,380 |
| Boulay Financial Advisors, LLC | EDEN PRAIRIE, MN | $102.3M | 2,689,045 |
| [Steele Capital Management, Inc.](https://search.stillhousedata.com/firm/107097) | DUBUQUE, IA | $82.8M | 2,176,267 |
| Prairiewood Capital, LLC | FARGO, ND | $79.5M | 2,088,254 |
| Clearstead Advisors, LLC | CLEVELAND, OH | $75.0M | 1,971,498 |
| [Clarius Group, LLC](https://search.stillhousedata.com/firm/173347) | SEATTLE, WA | $59.5M | 1,889,725 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | WASHINGTON, DC | $55.0M | 1,444,411 |
| UBS Group AG | Zurich, V8 | $47.9M | 1,478,275 |
| MOLLER WEALTH PARTNERS | NORTHFIELD, IL | $46.8M | 1,229,114 |
| [Riverpoint Wealth Management Holdings, LLC](https://search.stillhousedata.com/firm/168346) | CHICAGO, IL | $44.7M | 1,174,381 |
| Solitude Financial Services | CHARLOTTESVILLE, VA | $39.8M | 1,046,847 |
| MORGAN STANLEY | NEW YORK, NY | $36.6M | 1,129,600 |
| [Ironwood Investment Counsel, LLC](https://search.stillhousedata.com/firm/110623) | SCOTTSDALE, AZ | $34.5M | 907,290 |
| First Pacific Financial | VANCOUVER, WA | $33.7M | 885,996 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [CLS Global Diversified Equity Fund](https://search.stillhousedata.com/fund/S000010752) | AdvisorOne Funds | $26.1M | 762.37% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524763.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.