Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in SCHWAB STRATEGIC TR
CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 419.4M shares of FNDX (SCHWAB STRATEGIC TR), worth $11.7B as of 2026-Q1. The position was increased (+1.4% shares). FNDX represents 1.8% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.
Current Value
$11.7B
Current Shares
419.4M
Total Value Change
+$3B
Total Shares Change
+289.1M
Other major holders of FNDX: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, CAPTRUST FINANCIAL ADVISORS
Increased |
| 419.4M |
+1.4% |
| $11.7B |
| 1.8% |
| $28.70 |
51 |
| 2025-Q4 | Increased | 413.4M | +1.0% | $11.2B | 1.7% | $27.41 | 51 |
| 2025-Q3 | Increased | 409.2M | +1.7% | $10.8B | 1.7% | $26.16 | 51 |
| 2025-Q2 | Increased | 402.2M | +3.3% | $9.9B | 1.7% | $24.24 | 52 |
| 2025-Q1 | Decreased | 389.3M | -1.0% | $9.2B | 1.7% | $23.08 | 0 |
| 2024-Q4 | Increased | 393.2M | +201.0% | $9.3B | 1.7% | $23.23 | 81 |
| 2024-Q3 | Increased | 130.6M | +0.2% | $9.4B | 1.8% | $23.32 | 50 |
| 2024-Q2 | Increased | 130.3M | +107x | $8.7B | 1.7% | $21.74 | 81 |