SCHWAB STRATEGIC TR

Watch

Share

FNDX·808524771·US·ETF·Unknown - Unknown

FNDX (SCHWAB STRATEGIC TR) is held by 109 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.

109

Holders

(18 Elite)

$15.4B

Total Value

70% (109)

Consensus

76 buying - 33 selling

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

Smart Money Verdict

View all

Loading verdict

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 109 funds

18 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (109)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	375M(-10.6%)	$11.7B	1.6%	+41.52%	0
CAPTRUST FINANCIAL ADVISORS	Increased	28.8M(+4.9%)	$897.1M	1.4%	+29.86%	53
KEYBANK NATIONAL ASSOCIATION/OH	Increased	15.3M(+22.6%)	$474.9M	1.6%	+14.32%	60
AMERIPRISE FINANCIAL INC	Increased	8.5M(+4.6%)	$265.5M	0.1%	+38.67%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	7M(+6.3%)	$218.9M	0.1%	+32.92%	33
LPL Financial LLC	Increased	6.3M(+7.5%)	$194.7M	0.0%	+29.96%	33
MORGAN STANLEY	Increased	5.9M(+8.7%)	$183.8M	0.0%	+34.97%	33
Cetera Investment Advisers	Increased	4.1M(+5.8%)	$128M	0.1%	+35.96%	38
BANK OF AMERICA CORP /DE/	Increased	3.4M(+7.7%)	$105.3M	0.0%	+35.60%	32
Bank of New York Mellon Corp	Increased	3.2M(+21.6%)	$99.4M	0.0%	+16.10%	36
Clark Capital Management Group, Inc.	Increased	2.7M(+7.6%)	$83.5M	0.5%	+37.35%	38
HighTower Advisors, LLC	Increased	2.3M(+11.3%)	$70.1M	0.1%	+38.85%	33
Creative Planning	Increased	2.2M(+0.5%)	$67.8M	0.0%	+38.21%	30
UBS Group AG	Decreased	2.1M(-3.8%)	$64.2M	0.0%	+49.71%	0
OSAIC HOLDINGS, INC.	Increased	2M(+57.3%)	$63.6M	0.1%	+25.45%	42
DAVENPORT & Co LLC	Increased	2M(+77.3%)	$60.9M	0.3%	+15.08%	54
FWFocus Partners Wealth	Decreased	1.5M(-0.7%)	$45.6M	0.0%	+39.48%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.2M(-4.4%)	$35.8M	0.0%	+48.05%	0
Mariner, LLC	Decreased	1.1M(-13.1%)	$34M	0.0%	+45.01%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.1M(+54.2%)	$33M	0.0%	+22.56%	41

Showing 1-20 of 117

Per page:

1 / 6

FNDXSCHWAB STRATEGIC TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STR SPDR S&P 500 ETF T

286 holders · $340.8B

IVVISHARES TR

252 holders · $559.6B

QQQINVESCO QQQ TR

237 holders · $121.6B

IWMISHARES TR

235 holders · $66.3B

VOOVANGUARD INDEX FDS

235 holders · $261.4B

GLDSPDR GOLD TR

228 holders · $32.8B

XLFSELECT SECTOR SPDR TR

217 holders · $31.4B

XLESELECT SECTOR SPDR TR

216 holders · $17.1B

EFAISHARES TR

214 holders · $46.9B

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