FNDA · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (FNDA)
Who is buying and selling FNDA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 79
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FNDA at a glance
- No open-market insider purchases or sales of FNDA were filed in the last 90 days.
- 79 13F filers hold FNDA among their 50 largest positions, worth $6.3B combined. The biggest bets by portfolio weight are Prairiewood Capital, LLC (19.2%), Wealth Forward, LLC (18.3%) and Solitude Financial Services (10.0%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
- No member of Congress has disclosed a trade in FNDA.
FNDA insider trading
No open-market insider purchases or sales of FNDA were filed in the last 90 days.
Who owns FNDA? Hedge funds and superinvestors
79 13F filers hold FNDA among their 50 largest positions, worth $6.3B combined. The biggest bets by portfolio weight are Prairiewood Capital, LLC (19.2%), Wealth Forward, LLC (18.3%) and Solitude Financial Services (10.0%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Charles Schwab Investment Management IncMutual fund manager | 0.7% | $5.2B | 137,214,468 | -23.4% shares | Q2 2026 |
| Waddell & Associates, LLCInvestment manager | 5.5% | $110.2M | 2,896,380 | +0.3% shares | Q2 2026 |
| Boulay Financial Advisors, LLCWealth manager | 9.5% | $102.3M | 2,689,045 | New | Q2 2026 |
| Steele Capital Management, Inc.Wealth manager | 3.0% | $82.8M | 2,176,267 | +3.3% shares | Q2 2026 |
| Prairiewood Capital, LLCWealth manager | 19.2% | $76.0M | 2,170,316 | +3.9% shares | Q3 2026 |
| Clearstead Advisors, LLCWealth manager | 0.7% | $75.0M | 1,971,498 | -47.3% shares | Q2 2026 |
| Riverpoint Wealth Management Holdings, LLCWealth manager | 8.2% | $44.7M | 1,174,381 | +1.4% shares | Q2 2026 |
| Moller Wealth PartnersWealth manager | 8.0% | $43.3M | 1,238,357 | +0.8% shares | Q3 2026 |
| Wealth Forward, LLCWealth manager | 18.3% | $40.4M | 1,153,317 | +91.0% shares | Q3 2026 |
| Solitude Financial ServicesWealth manager | 10.0% | $37.0M | 1,057,189 | +1.0% shares | Q3 2026 |
| Ironwood Investment Counsel, LLCWealth manager | 4.5% | $34.5M | 907,290 | -3.5% shares | Q2 2026 |
| First Pacific FinancialWealth manager | 3.1% | $30.7M | 877,254 | -1.0% shares | Q3 2026 |
| AlphaCore Capital LLCWealth manager | 0.6% | $30.5M | 800,230 | -2.2% shares | Q2 2026 |
| Resonant Capital Advisors, LLCWealth manager | 1.3% | $26.5M | 757,337 | -0.8% shares | Q3 2026 |
| Gemmer Asset Management LLCWealth manager | 1.5% | $23.3M | 666,955 | +1.7% shares | Q3 2026 |
| Seven Springs Wealth Group, LLCWealth manager | 5.0% | $22.8M | 598,617 | +4.7% shares | Q2 2026 |
| Trilogy Capital Inc.Wealth manager | 0.9% | $22.1M | 632,316 | +1.6% shares | Q3 2026 |
| Foster & Motley IncWealth manager | 0.8% | $17.9M | 470,018 | -0.4% shares | Q2 2026 |
| Bell Investment Advisors, IncWealth manager | 2.3% | $15.7M | 449,367 | +1.5% shares | Q3 2026 |
| Goldstone Financial Group, LLCWealth manager | 1.3% | $13.7M | 359,618 | -18.8% shares | Q2 2026 |
| Collective Family Office LLCWealth manager | 2.8% | $13.4M | 382,799 | -2.0% shares | Q3 2026 |
| Grey Ledge Advisors, LLCWealth manager | 2.5% | $12.7M | 332,827 | +1.3% shares | Q2 2026 |
| Sound Stewardship, LLCWealth manager | 4.7% | $11.5M | 328,816 | +2.3% shares | Q3 2026 |
| Johnson Bixby & Associates, LLCWealth manager | 1.2% | $11.2M | 319,177 | +3.8% shares | Q3 2026 |
| HORAN Wealth, LLCWealth manager | 1.4% | $11.0M | 289,037 | -49.9% shares | Q2 2026 |
| Accredited Investors Inc.Wealth manager | 0.4% | $10.1M | 266,452 | -6.0% shares | Q2 2026 |
| Opes Wealth Management LLCWealth manager | 1.7% | $9.9M | 304,740 | -1.8% shares | Q1 2026 |
| Charles Schwab Trust CoBank & trust | 0.6% | $9.8M | 280,959 | -34.8% shares | Q3 2026 |
| Arlington Financial Advisors, LLCWealth manager | 1.2% | $9.7M | 278,113 | -1.4% shares | Q3 2026 |
| Wealthspire Retirement, LLCInstitutional asset manager | 0.5% | $8.4M | 220,136 | -0.7% shares | Q2 2026 |
The 30 largest of 79 positions, by value. Each manager counts with its latest 13F (Q3 2026: 41, Q2 2026: 37, Q1 2026: 1). Screen FNDA in the grand portfolio →
FNDA stock trades by members of Congress
No member of Congress has disclosed a trade in FNDA.
FNDA questions and answers
Are insiders buying FNDA stock?
No open-market insider purchases or sales of FNDA were filed in the last 90 days.
Which hedge funds own FNDA?
79 13F filers hold FNDA among their 50 largest positions, worth $6.3B combined. The biggest bets by portfolio weight are Prairiewood Capital, LLC (19.2%), Wealth Forward, LLC (18.3%) and Solitude Financial Services (10.0%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
Has Congress traded FNDA?
No member of Congress has disclosed a trade in FNDA.
Who is the largest holder of FNDA?
Among 13F filers, Charles Schwab Investment Management Inc reports the largest FNDA position, $5.2B (137,214,468 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Prairiewood Capital, LLC's: 19.2% of its portfolio.
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