Aufman Associates Inc’s Schwab Strategic Tr Position
Does Aufman Associates Inc own Schwab Strategic Tr (FNDX)? Yes — 678.7K shares worth $19M (+9.27% of its 13F portfolio) as of Q1 2026, up from 574.6K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
678.7K
% of Portfolio
+9.27%
Quarters Held
20
currently held
Position History FNDX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 678.7K | $19M | +9.27% |
| Q4 2025 | 574.6K | $16M | +8.01% |
| Q3 2025 | 97.5K | $3M | +1.44% |
| Q2 2025 | 97.6K | $2M | +1.48% |
| Q1 2025 | 96.2K | $2M | +1.56% |
| Q4 2024 | 13.2K | $312,892 | +0.21% |
| Q3 2024 | 4.4K | $314,831 | +0.20% |
| Q2 2024 | 4.5K | $301,434 | +0.21% |
| Q1 2024 | 4.8K | $323,429 | +0.23% |
| Q4 2023 | 3.9K | $238,894 | +0.18% |
| Q3 2023 | 3.8K | $214,721 | +0.18% |
| Q2 2023 | 3.8K | $219,781 | +0.18% |
| Q1 2023 | 4.0K | $220,888 | +0.19% |
| Q4 2022 | 4.0K | $214,936 | +0.20% |
| Q2 2022 | 4.0K | $204,000 | +0.19% |
| Q1 2022 | 4.0K | $235,000 | +0.19% |
| Q4 2021 | 4.0K | $235,000 | +0.17% |
| Q3 2021 | 4.0K | $217,000 | +0.18% |
| Q2 2021 | 4.0K | $220,000 | +0.17% |
| Q1 2021 | 4.0K | $207,000 | +0.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aufman Associates Inc’s full portfolio or all institutional holders of FNDX.