SCHWAB STRATEGIC TR

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FNDC·808524748·US·ETF

FNDC (SCHWAB STRATEGIC TR) is held by 76 institutional investors as of Q2 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($1.1B), Savant Capital, LLC ($33.5M), MORGAN STANLEY ($32.2M). Net institutional sentiment: Mixed.

76

Holders

(11 Elite)

$1.3B

Total Value

59% (75)

Consensus

44 buying - 31 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)35

Activist (13D/13G)52

Congressional (STOCK Act)77

Holder Quality

66

★★★★★

Elite

28

★★★★

Strong

74

★★★

Solid

32

★★

Below

29

★

Weak

Held by 76 funds

11 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FNDC.

Top Holders

Top Holders (76)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	22M(-21.4%)	$1.1B	0.1%	+52.81%	0
Savant Capital, LLC	Increased	673,652(+819.3%)	$33.5M	0.1%	+3.99%	47
MORGAN STANLEY	Increased	662,620(+10.1%)	$32.2M	0.0%	+19.91%	32
FWFocus Partners Wealth	Decreased	472,999(-6.3%)	$23M	0.0%	+17.84%	0
OSAIC HOLDINGS, INC.	Increased	285,448(+255.0%)	$13.9M	0.0%	+10.87%	45
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	281,288(+711.3%)	$13.7M	0.0%	+2.93%	45
VICTORY CAPITAL MANAGEMENT INC	Decreased	260,041(-7.5%)	$12.6M	0.0%	+95.69%	0
EP Wealth Advisors, LLC	Increased	233,593(+2706.9%)	$11.3M	0.0%	+2.60%	45
UBS Group AG	Increased	175,730(+0.1%)	$8.5M	0.0%	+79.95%	27
GOLDMAN SACHS GROUP INC	New	165,379	$8M	0.0%	+1.81%	38
Creative Planning	Decreased	162,668(-0.7%)	$7.9M	0.0%	+61.80%	0
RAYMOND JAMES FINANCIAL INC	Decreased	153,554(-1.1%)	$7.5M	0.0%	+46.10%	0
CITADEL ADVISORS LLC	Decreased	83,077(-28.7%)	$4M	0.0%	+17.90%	0
BANK OF AMERICA CORP /DE/	Decreased	81,905(-2.0%)	$4M	0.0%	+56.81%	0
Mariner, LLC	Increased	78,775(+24.3%)	$3.8M	0.0%	+21.76%	33
Cerity Partners LLC	Increased	72,154(+34.3%)	$3.5M	0.0%	+32.29%	34
AQR CAPITAL MANAGEMENT LLC	Increased	65,780(+15.5%)	$3.2M	0.0%	+11.13%	30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	64,596(-0.8%)	$3.2M	0.0%	+56.06%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	59,201(-7.3%)	$2.9M	0.0%	+38.62%	0
Kestra Advisory Services, LLC	Decreased	52,874(-1.3%)	$2.6M	0.0%	+15.59%	0

Showing 1-20 of 78

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FNDCSCHWAB STRATEGIC TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer