SCHWAB STRATEGIC TR

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FNDX·808524771·US·ETF·Unknown - Unknown

FNDX (SCHWAB STRATEGIC TR) is held by 109 institutional investors as of Q1 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($11.7B), CAPTRUST FINANCIAL ADVISORS ($765.7M), KEYBANK NATIONAL ASSOCIATION/OH ($346.9M). Net institutional sentiment: Bullish.

109

Holders

(17 Elite)

$14.8B

Total Value

70% (106)

Consensus

74 buying - 32 selling

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

Smart Money Verdict

View all

Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Holder Quality

★★★★★

Elite

★★★★

Strong

★★★

Solid

★★

Below

★

Weak

Held by 109 funds

17 elite

No recent insider, activist, or congressional trades found for this stock

Top Holders

Top Holders (109)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	419.4M(+1.4%)	$11.7B	1.8%	+36.73%	51
CAPTRUST FINANCIAL ADVISORS	Increased	27.5M(+28.5%)	$765.7M	1.3%	+26.98%	62
KEYBANK NATIONAL ASSOCIATION/OH	Increased	12.5M(+50.2%)	$346.9M	1.3%	+12.84%	68
AMERIPRISE FINANCIAL INC	Decreased	8.2M(-3.8%)	$227.4M	0.1%	+36.01%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	6.6M(+28.5%)	$184.4M	0.0%	+30.66%	38
LPL Financial LLC	Increased	5.8M(+13.1%)	$162.2M	0.0%	+27.89%	34
MORGAN STANLEY	Increased	5.4M(+4.1%)	$151.4M	0.0%	+33.78%	32
Cetera Investment Advisers	Increased	3.9M(+2.9%)	$108.4M	0.1%	+33.68%	37
BANK OF AMERICA CORP /DE/	Increased	3.1M(+0.4%)	$87.6M	0.0%	+34.08%	30
Bank of New York Mellon Corp	Increased	2.6M(+4.0%)	$73.2M	0.0%	+14.92%	31
Clark Capital Management Group, Inc.	Increased	2.5M(+1.3%)	$69.5M	0.4%	+35.96%	36
Creative Planning	Increased	2.2M(+2.2%)	$60.4M	0.0%	+33.72%	30
UBS Group AG	Decreased	2.1M(-8.4%)	$59.8M	0.0%	+44.65%	0
Private Advisor Group, LLC	Decreased	2M(-0.8%)	$56.6M	0.3%	+48.16%	0
HighTower Advisors, LLC	Increased	2M(+4.5%)	$56.4M	0.1%	+39.33%	31
FWFocus Partners Wealth	Decreased	1.5M(-1.5%)	$41.1M	0.0%	+35.57%	0
OSAIC HOLDINGS, INC.	Decreased	1.3M(-36.8%)	$36.2M	0.1%	+36.89%	0
Mariner, LLC	Increased	1.3M(+4.2%)	$35M	0.0%	+40.10%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.2M(-0.8%)	$33.6M	0.0%	+43.04%	0
DAVENPORT & Co LLC	Increased	1.1M(+20.5%)	$30.8M	0.2%	+20.59%	41

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

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