SCHWAB STRATEGIC TR

$FNDX
Smart money positioned

9 of the Top-200 alpha managers hold $FNDX as of the latest 13F snapshot.

13F holders
767
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

9 holders · Q1 2026

$FNDX is held by 9 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 6.87%, with an average of 0.90% of portfolio. Largest holder: Legend Financial Advisors, Inc. at 6.87%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

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 767 · Source: 13F-HR
01
Strs Ohio
1.78% of portfolio
419,422,622 sh
02
Madison Investment Advisors, LLC
1.35% of portfolio
54,990,974 sh
03
Promus Capital, LLC
30.58% of portfolio
19,135,734 sh
04
ThornTree Capital Partners LP
11.76% of portfolio
9,370,273 sh
05
Private Client Services, LLC
22.03% of portfolio
7,940,526 sh
06
Marquette Asset Management, LLC
0.05% of portfolio
6,622,443 sh
07
Omega Fund Management, LLC
7.27% of portfolio
6,300,154 sh
08
Taconic Capital Advisors LP
0.04% of portfolio
5,825,215 sh
09
Otter Creek Advisors, LLC
2.30% of portfolio
5,409,370 sh
10
Betterment LLC
17.69% of portfolio
4,671,904 sh
See all 767 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $FNDX 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 04:56 UTC.