SCHWAB STRATEGIC TR

$FNDE
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Institutional coverage

457 13F filers hold $FNDE.

13F holders
457
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$FNDE is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.09% to 0.29%, with an average of 0.19% of portfolio. Largest holder: Principal Securities, Inc. at 0.29%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Principal Securities, Inc.
0.29% held
α +21.3pts
02
Walkner Condon Financial Advisors LLC
0.09% held
α +23.7pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
04
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 457 · Source: 13F-HR
01
Strs Ohio
0.73% of portfolio
124,019,404 sh
02
TB Capital Gestao de Recursos Ltda.
0.03% of portfolio
30,923,102 sh
03
Banyan Capital Management, Inc.
0.01% of portfolio
14,800,396 sh
04
Abner Herrman & Brock LLC
0.05% of portfolio
2,226,548 sh
05
Conservest Capital Advisors, Inc.
2.74% of portfolio
1,857,268 sh
06
Sheaff Brock Investment Advisors, LLC
0.04% of portfolio
1,594,237 sh
07
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
1,555,646 sh
08
SQN Investors LP
1.73% of portfolio
1,447,576 sh
09
Marquette Asset Management, LLC
0.01% of portfolio
1,421,208 sh
10
Okabena Investment Services Inc.
2.45% of portfolio
1,241,800 sh
See all 457 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $FNDE in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $FNDE 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 07:37 UTC.