SCHWAB STRATEGIC TR

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FNDX·808524771·US·ETF

FNDX (SCHWAB STRATEGIC TR) is held by 112 institutional investors as of Q2 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($11.7B), CAPTRUST FINANCIAL ADVISORS ($897.1M), KEYBANK NATIONAL ASSOCIATION/OH ($474.9M). Net institutional sentiment: Bullish.

112

Holders

(16 Elite)

$15.4B

Total Value

69% (112)

Consensus

77 buying - 35 selling

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

Smart Money Verdict

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Institutional (13F)55

Insider (Form 4)58

Activist (13D/13G)34

Congressional (STOCK Act)64

Holder Quality

29

★★★★★

Elite

65

★★★★

Strong

37

★★★

Solid

75

★★

Below

34

★

Weak

Held by 112 funds

16 elite

Who's Trading

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

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

Top Holders

Top Holders (112)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	375M(-10.6%)	$11.7B	1.6%	+47.87%	0
CAPTRUST FINANCIAL ADVISORS	Increased	28.8M(+4.9%)	$897.1M	1.4%	+36.07%	53
KEYBANK NATIONAL ASSOCIATION/OH	Increased	15.3M(+22.6%)	$474.9M	1.6%	+15.73%	60
AMERIPRISE FINANCIAL INC	Increased	8.5M(+4.6%)	$265.5M	0.1%	+45.34%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	7M(+6.3%)	$218.9M	0.1%	+40.00%	33
LPL Financial LLC	Increased	6.3M(+7.5%)	$194.7M	0.0%	+34.75%	33
MORGAN STANLEY	Increased	5.9M(+8.7%)	$183.8M	0.0%	+38.79%	33
Cetera Investment Advisers	Increased	4.1M(+5.8%)	$128M	0.1%	+40.46%	38
BANK OF AMERICA CORP /DE/	Increased	3.4M(+7.7%)	$105.3M	0.0%	+63.79%	32
Bank of New York Mellon Corp	Increased	3.2M(+21.6%)	$99.4M	0.0%	+16.99%	36
Clark Capital Management Group, Inc.	Increased	2.7M(+7.6%)	$83.5M	0.5%	+46.02%	38
HighTower Advisors, LLC	Increased	2.3M(+11.3%)	$70.1M	0.1%	+56.01%	33
Creative Planning	Increased	2.2M(+0.5%)	$67.8M	0.0%	+56.51%	30
UBS Group AG	Decreased	2.1M(-3.8%)	$64.2M	0.0%	+75.67%	0
OSAIC HOLDINGS, INC.	Increased	2M(+57.3%)	$63.6M	0.1%	+29.39%	42
DAVENPORT & Co LLC	Increased	2M(+77.3%)	$60.9M	0.3%	+10.76%	54
FWFocus Partners Wealth	Decreased	1.5M(-0.7%)	$45.6M	0.0%	+44.08%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.2M(-4.4%)	$35.8M	0.0%	+68.75%	0
Mariner, LLC	Decreased	1.1M(-13.1%)	$34M	0.0%	+63.69%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.1M(+54.2%)	$33M	0.0%	+22.53%	41

Showing 1-20 of 117

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FNDXSCHWAB STRATEGIC TR

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