SCHWAB STRATEGIC TR

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FNDA·808524763·US·ETF·Unknown - Unknown

FNDA (SCHWAB STRATEGIC TR) is held by 94 institutional investors as of Q1 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($5.8B), UBS Group AG ($47.9M), VANTAGEPOINT INVESTMENT ADVISERS LLC ($46.8M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (94)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	179.2M(-0.1%)	$5.8B	0.9%	+33.38%	0
UBS Group AG	Increased	1.5M(+3.5%)	$47.9M	0.0%	+33.36%	30
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	1.4M(-7.8%)	$46.8M	0.4%	+20.78%	0
MORGAN STANLEY	Decreased	1.1M(-12.0%)	$36.6M	0.0%	+33.59%	0
AMERIPRISE FINANCIAL INC	Decreased	918,127(-4.5%)	$30.3M	0.0%	+45.81%	0
BANK OF AMERICA CORP /DE/	Increased	900,070(+1.4%)	$29.2M	0.0%	+27.23%	29
Cerity Partners LLC	Increased	542,589(+3.8%)	$17.6M	0.0%	+28.87%	29
Mariner, LLC	Decreased	513,981(-0.8%)	$16.7M	0.0%	+30.27%	0
LPL Financial LLC	Increased	470,342(+5.6%)	$15.3M	0.0%	+34.16%	30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	459,662(+6.7%)	$14.9M	0.0%	+32.75%	30
Creative Planning	Increased	439,362(+19.7%)	$14.2M	0.0%	+32.39%	33
MAI Capital Management	Increased	431,797(+11.5%)	$14M	0.1%	+26.66%	31
WAWaverly Advisors, LLC	Increased	290,785(+3.3%)	$9.4M	0.1%	+30.01%	29
Savant Capital, LLC	Decreased	266,101(-10.9%)	$8.6M	0.0%	+51.66%	0
Cetera Investment Advisers	Increased	220,032(+8.2%)	$7.1M	0.0%	+25.60%	30
FWFocus Partners Wealth	Increased	199,652(+18.2%)	$6.5M	0.0%	+26.57%	32
GOLDMAN SACHS GROUP INC	Increased	183,468(+416.1%)	$5.9M	0.0%	+13.21%	44
Private Advisor Group, LLC	Increased	171,605(+1.3%)	$5.6M	0.0%	+41.62%	27
RAYMOND JAMES FINANCIAL INC	Increased	159,219(+4.7%)	$5.2M	0.0%	+26.40%	28
HighTower Advisors, LLC	Decreased	155,149(-3.4%)	$5M	0.0%	+40.98%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer