SCHWAB STRATEGIC TR

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FNDF·808524755·US·ETF

FNDF (SCHWAB STRATEGIC TR) is held by 116 institutional investors as of Q2 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($7.4B), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($858.6M), REGIONS FINANCIAL CORP ($523.9M). Net institutional sentiment: Bullish.

116

Holders

(17 Elite)

$12.7B

Total Value

69% (111)

Consensus

77 buying - 34 selling

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

Smart Money Verdict

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Institutional (13F)40

Insider (Form 4)83

Activist (13D/13G)32

Congressional (STOCK Act)38

Holder Quality

47

★★★★★

Elite

79

★★★★

Strong

55

★★★

Solid

13

★★

Below

64

★

Weak

Held by 116 funds

17 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (116)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	141.1M(-1.4%)	$7.4B	1.0%	+64.42%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	16.4M(+12.4%)	$858.6M	1.4%	+56.38%	56
REGIONS FINANCIAL CORP	Increased	9.9M(+7.4%)	$523.9M	3.1%	+80.15%	62
BANK OF AMERICA CORP /DE/	Increased	8.7M(+4.1%)	$457.6M	0.0%	+66.54%	33
MORGAN STANLEY	Increased	7.3M(+5.6%)	$383.3M	0.0%	+43.57%	33
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	6.3M(+3.3%)	$333.6M	0.2%	+71.07%	38
WELLS FARGO & COMPANY/MN	Decreased	5.8M(-1.9%)	$306.4M	0.0%	+110.37%	0
CAPTRUST FINANCIAL ADVISORS	Increased	4.2M(+4.1%)	$222.1M	0.3%	+32.07%	38
AMERIPRISE FINANCIAL INC	Increased	3.2M(+2.0%)	$168.7M	0.0%	+69.07%	31
VICTORY CAPITAL MANAGEMENT INC	Unchanged	2.9M	$153.8M	0.1%	+142.99%	0
LPL Financial LLC	Increased	2.9M(+7.6%)	$151.9M	0.0%	+51.62%	33
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.5M(-3.4%)	$131.7M	0.0%	+51.14%	0
Corient Private Wealth LP	Decreased	1.9M(-11.6%)	$97.8M	0.1%	+15.94%	0
UBS Group AG	Increased	1.7M(+8.5%)	$90.7M	0.0%	+69.55%	32
Cetera Investment Advisers	Increased	1.7M(+2.2%)	$88.7M	0.1%	+57.32%	30
HighTower Advisors, LLC	Increased	1.5M(+7.2%)	$78.1M	0.1%	+51.59%	32
Savant Capital, LLC	Increased	1.5M(+214.0%)	$77.9M	0.2%	+18.56%	57
OSAIC HOLDINGS, INC.	Increased	1.3M(+38.1%)	$70.1M	0.1%	+36.87%	39
ALPS ADVISORS INC	Increased	1.3M(+11.1%)	$69M	0.3%	+118.70%	39
FMR LLC	Decreased	1.2M(-29.1%)	$64.7M	0.0%	+40.60%	0

Showing 1-20 of 118

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FNDFSCHWAB 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