FNDE · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (FNDE)
Who is buying and selling FNDE: 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
- 98
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FNDE at a glance
- No open-market insider purchases or sales of FNDE were filed in the last 90 days.
- 98 13F filers hold FNDE among their 50 largest positions, worth $5.8B combined. The biggest bets by portfolio weight are LFA - Lugano Financial Advisors SA (7.8%), January Capital Advisors LLC (7.0%) and Seven Springs Wealth Group, LLC (5.2%). In their latest 13Fs, 0 managers opened a new position and 22 added to one.
- No member of Congress has disclosed a trade in FNDE.
FNDE insider trading
No open-market insider purchases or sales of FNDE were filed in the last 90 days.
Who owns FNDE? Hedge funds and superinvestors
98 13F filers hold FNDE among their 50 largest positions, worth $5.8B combined. The biggest bets by portfolio weight are LFA - Lugano Financial Advisors SA (7.8%), January Capital Advisors LLC (7.0%) and Seven Springs Wealth Group, LLC (5.2%). In their latest 13Fs, 0 managers opened a new position and 22 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Charles Schwab Investment Management IncMutual fund manager | 0.7% | $4.9B | 124,010,383 | -0.0% shares | Q2 2026 |
| Bogart Wealth, LLCWealth manager | 2.6% | $74.8M | 1,885,735 | +1.5% shares | Q2 2026 |
| Foster & Motley IncWealth manager | 2.3% | $49.0M | 1,235,419 | -0.5% shares | Q2 2026 |
| Unison Advisors LLCWealth manager | 2.8% | $39.4M | 940,701 | -3.2% shares | Q3 2026 |
| Arlington Financial Advisors, LLCWealth manager | 4.2% | $33.6M | 801,793 | — | Q3 2026 |
| Morningstar Investment Management LLCAsset manager | 1.7% | $27.7M | 723,788 | +0.0% shares | Q2 2026 |
| Johnson Bixby & Associates, LLCWealth manager | 2.8% | $25.7M | 614,918 | +3.0% shares | Q3 2026 |
| Resonant Capital Advisors, LLCWealth manager | 1.2% | $24.6M | 587,121 | +3.0% shares | Q3 2026 |
| Seven Springs Wealth Group, LLCWealth manager | 5.2% | $23.9M | 601,701 | +6.8% shares | Q2 2026 |
| Kelman-Lazarov, Inc.Wealth manager | 3.0% | $22.6M | 569,914 | -4.2% shares | Q2 2026 |
| Aspiriant, LLCWealth manager | 0.5% | $22.4M | 535,076 | -0.7% shares | Q3 2026 |
| Almanack Investment Partners, LLC.Wealth manager | 2.8% | $22.3M | 561,157 | -21.2% shares | Q2 2026 |
| Elgethun Capital ManagementWealth manager | 3.1% | $22.1M | 556,068 | +3.0% shares | Q2 2026 |
| CVA Family Office, LLCFamily office | 1.9% | $21.0M | 529,141 | +3.8% shares | Q2 2026 |
| Financial Consulate, IncWealth manager | 2.2% | $20.0M | 476,682 | +0.6% shares | Q3 2026 |
| HHM Wealth Advisors, LLCWealth manager | 1.9% | $19.1M | 480,918 | +11.0% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 0.9% | $18.4M | 439,146 | +11.6% shares | Q3 2026 |
| Prairiewood Capital, LLCWealth manager | 4.0% | $15.9M | 379,024 | +3.7% shares | Q3 2026 |
| Moller Wealth PartnersWealth manager | 2.9% | $15.6M | 372,354 | +0.6% shares | Q3 2026 |
| Nicholas Hoffman & Company, LLC.Wealth manager | 0.3% | $14.3M | 360,874 | +4.5% shares | Q2 2026 |
| Cabot Wealth Management IncWealth manager | 1.5% | $14.3M | 359,305 | +3.1% shares | Q2 2026 |
| Tandem Financial, LLCWealth manager | 4.5% | $14.1M | 354,450 | +7.8% shares | Q2 2026 |
| Cowa, LLCWealth manager | 3.6% | $13.4M | 337,812 | +4.6% shares | Q2 2026 |
| Droms Strauss Advisors Inc /mo/ /advInvestment manager | 3.0% | $13.3M | 334,817 | -4.3% shares | Q2 2026 |
| LFA - Lugano Financial Advisors SAWealth manager | 7.8% | $13.0M | 328,425 | -1.8% shares | Q2 2026 |
| Balanced Wealth Group LLCWealth manager | 3.9% | $12.5M | 314,528 | +1.9% shares | Q2 2026 |
| Charles Schwab Trust CoBank & trust | 0.6% | $9.6M | 229,546 | -44.0% shares | Q3 2026 |
| Bell Investment Advisors, IncWealth manager | 1.4% | $9.4M | 223,565 | +1.3% shares | Q3 2026 |
| Your Advocates Ltd., LLPWealth manager | 2.4% | $8.5M | 214,697 | -3.3% shares | Q2 2026 |
| January Capital Advisors LLCWealth manager | 7.0% | $8.4M | 212,219 | +778.5% shares | Q2 2026 |
The 30 largest of 98 positions, by value. Each manager counts with its latest 13F (Q3 2026: 46, Q2 2026: 50, Q1 2026: 2). Screen FNDE in the grand portfolio →
FNDE stock trades by members of Congress
No member of Congress has disclosed a trade in FNDE.
FNDE questions and answers
Are insiders buying FNDE stock?
No open-market insider purchases or sales of FNDE were filed in the last 90 days.
Which hedge funds own FNDE?
98 13F filers hold FNDE among their 50 largest positions, worth $5.8B combined. The biggest bets by portfolio weight are LFA - Lugano Financial Advisors SA (7.8%), January Capital Advisors LLC (7.0%) and Seven Springs Wealth Group, LLC (5.2%). In their latest 13Fs, 0 managers opened a new position and 22 added to one.
Has Congress traded FNDE?
No member of Congress has disclosed a trade in FNDE.
Who is the largest holder of FNDE?
Among 13F filers, Charles Schwab Investment Management Inc reports the largest FNDE position, $4.9B (124,010,383 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is LFA - Lugano Financial Advisors SA's: 7.8% of its portfolio.
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