SCHWAB STRATEGIC TR
Institutional coverage
282 13F filers hold $FNDC.
13F holders
282
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
02
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 282 · Source: 13F-HR01
Strs Ohio
0.20% of portfolio
28,030,618 sh
02
Westchester Capital Management, Inc.
1.18% of portfolio
600,222 sh
03
NINE MASTS CAPITAL Ltd
0.80% of portfolio
556,861 sh
04
Corre Partners Management, LLC
0.03% of portfolio
504,743 sh
05
Schneider Downs Wealth Management Advisors, LP
3.30% of portfolio
496,936 sh
06
Main Street Financial Solutions, LLC
1.72% of portfolio
450,978 sh
07
Montanaro Asset Management Ltd
4.05% of portfolio
301,819 sh
08
Orion Resource Partners LP
1.72% of portfolio
289,799 sh
09
Abner Herrman & Brock LLC
0.01% of portfolio
281,277 sh
10
Prosperity Planning, Inc.
2.57% of portfolio
245,840 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $FNDC in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $FNDC in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:38 UTC.