FNDB · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (FNDB)
Who is buying and selling FNDB: 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
- 29
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FNDB at a glance
- No open-market insider purchases or sales of FNDB were filed in the last 90 days.
- 29 13F filers hold FNDB among their 50 largest positions, worth $185.1M combined. The biggest bets by portfolio weight are Sound Stewardship, LLC (8.2%), Brightwater Advisory LLC (5.1%) and Financial Consulate, Inc (3.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in FNDB.
FNDB insider trading
No open-market insider purchases or sales of FNDB were filed in the last 90 days.
Who owns FNDB? Hedge funds and superinvestors
29 13F filers hold FNDB among their 50 largest positions, worth $185.1M combined. The biggest bets by portfolio weight are Sound Stewardship, LLC (8.2%), Brightwater Advisory LLC (5.1%) and Financial Consulate, Inc (3.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| AlphaCore Capital LLCWealth manager | 0.7% | $36.6M | 1,202,429 | -2.2% shares | Q2 2026 |
| Financial Consulate, IncWealth manager | 3.7% | $32.9M | 1,074,915 | -0.3% shares | Q3 2026 |
| Opes Wealth Management LLCWealth manager | 3.5% | $20.3M | 744,765 | +1.0% shares | Q1 2026 |
| Sound Stewardship, LLCWealth manager | 8.2% | $20.3M | 661,748 | +1.9% shares | Q3 2026 |
| Brightwater Advisory LLCWealth manager | 5.1% | $8.0M | 263,213 | -3.5% shares | Q2 2026 |
| Kaizen Financial StrategiesWealth manager | 2.9% | $7.5M | 244,801 | +22.8% shares | Q3 2026 |
| Family Capital Management, Inc.Wealth manager | 2.8% | $7.3M | 239,818 | +2.2% shares | Q2 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.Wealth manager | 0.8% | $5.3M | 174,293 | -0.4% shares | Q3 2026 |
| Rossby Financial, LCCInvestment manager | 0.9% | $5.1M | 166,973 | -0.7% shares | Q2 2026 |
| Northwest Financial AdvisorsWealth manager | 0.6% | $4.5M | 146,222 | — | Q3 2026 |
| Essential Partners LLCWealth manager | 1.9% | $4.2M | 137,808 | +1.2% shares | Q3 2026 |
| Mezzasalma Advisors, LLCWealth manager | 0.8% | $4.1M | 141,445 | -2.9% shares | Q3 2026 |
| Guardian Financial Partners, LLCInstitutional asset manager | 1.5% | $3.8M | 126,188 | -6.2% shares | Q2 2026 |
| Aspiring Ventures, LLCWealth manager | 0.9% | $3.6M | 117,083 | -1.9% shares | Q2 2026 |
| Centurion Wealth Management LLCWealth manager | 0.7% | $2.9M | 94,784 | -0.6% shares | Q3 2026 |
| Santori & Peters, Inc.Wealth manager | 0.8% | $2.9M | 94,538 | — | Q3 2026 |
| HHM Wealth Advisors, LLCWealth manager | 0.3% | $2.7M | 88,708 | -2.0% shares | Q2 2026 |
| Yoder Wealth Management, Inc.Wealth manager | 0.8% | $2.2M | 72,592 | +0.0% shares | Q3 2026 |
| Townsend Asset Management Corp /nc/ /advAsset manager | 0.7% | $2.1M | 69,097 | +0.1% shares | Q3 2026 |
| Values Added Financial LLCWealth manager | 0.5% | $1.5M | 49,003 | -1.4% shares | Q3 2026 |
| Cornerstone Financial Group, LLC /NE/Wealth manager | 0.9% | $1.4M | 46,151 | -2.4% shares | Q2 2026 |
| Red Tortoise LLCInvestment manager | 0.5% | $1.3M | 46,664 | -0.1% shares | Q1 2026 |
| Vanguard Capital Wealth AdvisorsWealth manager | 0.6% | $919K | 30,012 | +3.8% shares | Q3 2026 |
| Avant Capital LLCWealth manager | 0.6% | $898K | 29,468 | +1.8% shares | Q2 2026 |
| McCartney Wealth Management LLCWealth manager | 0.7% | $872K | 28,621 | +0.2% shares | Q2 2026 |
| Bellevue Asset Management, LLCWealth manager | 0.4% | $846K | 27,761 | +0.1% shares | Q2 2026 |
| Intentional Wealth Strategies, LLCWealth manager | 0.5% | $527K | 17,305 | -5.5% shares | Q2 2026 |
| Sage Financial Management Group, Inc.Wealth manager | 0.1% | $323K | 10,605 | +0.0% shares | Q2 2026 |
| Koesten, Hirschmann & Crabtree, INC.Wealth manager | 0.1% | $230K | 7,530 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 13, Q1 2026: 2). Screen FNDB in the grand portfolio →
FNDB stock trades by members of Congress
No member of Congress has disclosed a trade in FNDB.
FNDB questions and answers
Are insiders buying FNDB stock?
No open-market insider purchases or sales of FNDB were filed in the last 90 days.
Which hedge funds own FNDB?
29 13F filers hold FNDB among their 50 largest positions, worth $185.1M combined. The biggest bets by portfolio weight are Sound Stewardship, LLC (8.2%), Brightwater Advisory LLC (5.1%) and Financial Consulate, Inc (3.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded FNDB?
No member of Congress has disclosed a trade in FNDB.
Who is the largest holder of FNDB?
Among 13F filers, AlphaCore Capital LLC reports the largest FNDB position, $36.6M (1,202,429 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sound Stewardship, LLC's: 8.2% of its portfolio.
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