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FNDXFNDX
30 quarters

Position history for HighTower Advisors, LLCHighTower Advisors, LLC's holdings in SCHWAB STRATEGIC TR

HighTower Advisors, LLC holds 2.3M shares of FNDX (SCHWAB STRATEGIC TR), worth $70.1M as of 2026-Q2. The position was increased (+11.3% shares). FNDX represents 0.1% of HighTower Advisors, LLC's portfolio.

Current Value

$70.1M

Current Shares

2.3M

Total Value Change

+$67M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.3M
+11.3%
$70.1M0.1%$31.10
33
2026-Q1
Increased
2M
+4.5%
$56.4M0.1%$28.70
31
2025-Q4
Increased
1.9M
+5.4%
$52.7M0.1%$27.41
31
2025-Q3
Increased
1.8M
+8.7%
$48.3M0.1%$26.16
32
2025-Q2
Increased
1.7M
+6.6%
$41.5M0.1%$24.24
31
2025-Q1
Increased
1.6M
+3.1%
$37.5M0.1%$23.08
30
2024-Q4
Increased
1.5M
+198.7%
$36.5M0.0%$23.23
47
2024-Q3
Increased
515,495
+4.2%
$37M0.1%$23.32
30
2024-Q2
Increased
494,611
+2.5%
$33.1M0.1%$21.74
30
2024-Q1
Increased
482,455
+2.1%
$32.5M0.1%$21.77
29
2023-Q4
Increased
472,583
+5.3%
$29.3M0.0%$19.93
30
2023-Q3
Increased
448,683
+43.8%
$25.1M0.0%$17.91
39
2023-Q2
Increased
311,952
+8.6%
$17.9M0.0%$18.17
31
2023-Q1
Increased
287,236
+10.6%
$15.8M0.0%$17.19
31
2022-Q4
Increased
259,718
+9.2%
$13.9M0.0%$16.85
31
2022-Q3
Increased
237,801
+38.8%
$11.4M0.0%$15.21
37
2022-Q2
Decreased
171,368
-3.6%
$8.7M0.0%$16.00
0
2022-Q1
Increased
177,741
+91.8%
$10.4M0.0%$18.41
44
2021-Q4
Increased
92,690
+109.0%
$5.4M0.0%$18.11
44
2021-Q3
Increased
44,355
+6.5%
$2.4M0.0%$16.84
28
2021-Q2
Increased
41,649
+107.5%
$2.3M0.0%$16.67
42
2021-Q1
Increased
20,068
+2.2%
$1M0.0%$15.79
26
2020-Q4
Decreased
19,629
-40.2%
$889,0000.0%$13.68
0
2020-Q3
Decreased
32,805
-30.8%
$1.3M0.0%$11.60
0
2020-Q2
Decreased
47,379
-33.8%
$1.7M0.0%$10.89
0
2020-Q1
Decreased
71,591
-50.2%
$2.2M0.0%$9.48
0
2019-Q4
Increased
143,761
+28.6%
$6.1M0.0%$12.56
34
2019-Q3
Increased
111,797
+16.3%
$4.4M0.0%$11.53
31
2019-Q2
Increased
96,169
+18.1%
$3.8M0.0%$11.40
31
2019-Q1
New
81,463
-
$3.1M0.0%$11.00
37

Other major holders of FNDX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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