FNDF · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (FNDF)
Who is buying and selling FNDF: 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
- 236
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FNDF at a glance
- No open-market insider purchases or sales of FNDF were filed in the last 90 days.
- 236 13F filers hold FNDF among their 50 largest positions, worth $12.6B combined. The biggest bets by portfolio weight are Mountain Capital Investment Advisors Inc. (21.9%), Strata Wealth Advisors, LLC (14.8%) and JHP Wealth Management, LLC (14.3%). In their latest 13Fs, 3 managers opened a new position and 58 added to one.
- No member of Congress has disclosed a trade in FNDF.
FNDF insider trading
No open-market insider purchases or sales of FNDF were filed in the last 90 days.
Who owns FNDF? Hedge funds and superinvestors
236 13F filers hold FNDF among their 50 largest positions, worth $12.6B combined. The biggest bets by portfolio weight are Mountain Capital Investment Advisors Inc. (21.9%), Strata Wealth Advisors, LLC (14.8%) and JHP Wealth Management, LLC (14.3%). In their latest 13Fs, 3 managers opened a new position and 58 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Charles Schwab Investment Management IncMutual fund manager | 1.0% | $7.4B | 141,104,114 | -1.3% shares | Q2 2026 |
| Wealth Enhancement Advisory Services, LLCWealth manager | 1.4% | $921.3M | 17,513,402 | +6.7% shares | Q3 2026 |
| Regions Financial CorpBank & trust | 3.1% | $523.9M | 9,930,317 | +7.4% shares | Q2 2026 |
| Mountain Capital Investment Advisors Inc.Wealth manager | 21.9% | $154.1M | 2,921,147 | +0.4% shares | Q2 2026 |
| Auto-Owners Insurance CoInsurance company | 4.5% | $145.3M | 2,703,000 | +0.0% shares | Q3 2026 |
| Boulay Financial Advisors, LLCWealth manager | 12.9% | $139.7M | 2,647,681 | -2.8% shares | Q2 2026 |
| Foster & Motley IncWealth manager | 6.2% | $134.1M | 2,540,904 | +4.0% shares | Q2 2026 |
| StoneX Group Inc.Investment manager | 3.4% | $83.9M | 1,590,033 | +5.2% shares | Q2 2026 |
| AlphaCore Capital LLCWealth manager | 1.4% | $75.6M | 1,433,644 | -3.9% shares | Q2 2026 |
| CVA Family Office, LLCFamily office | 6.6% | $73.2M | 1,388,139 | +2.7% shares | Q2 2026 |
| Alps Advisors IncMutual fund manager | 0.3% | $69.0M | 1,308,474 | +11.1% shares | Q2 2026 |
| Strata Wealth Advisors, LLCWealth manager | 14.8% | $62.9M | 1,170,858 | +1.4% shares | Q3 2026 |
| Nadler Financial Group, Inc.Wealth manager | 5.2% | $62.3M | 1,158,619 | -1.0% shares | Q3 2026 |
| Capital Advisors Wealth Management, LLCWealth manager | 6.7% | $59.8M | 1,112,649 | +4.0% shares | Q3 2026 |
| Trust CoBank & trust | 5.1% | $58.9M | 1,095,535 | -1.8% shares | Q3 2026 |
| Capital Advantage, Inc.Wealth manager | 7.0% | $58.6M | 1,090,489 | -0.9% shares | Q3 2026 |
| Verde Capital ManagementWealth manager | 9.7% | $55.8M | 1,038,127 | +2.3% shares | Q3 2026 |
| Hardy Reed LLCWealth manager | 3.6% | $55.3M | 1,048,812 | -1.7% shares | Q2 2026 |
| Orion Porfolio Solutions, LLCInvestment manager | 0.4% | $54.3M | 1,029,944 | -3.8% shares | Q2 2026 |
| Canandaigua National Bank & Trust CoBank & trust | 4.7% | $53.8M | 1,000,732 | -1.4% shares | Q3 2026 |
| Canandaigua National CorpBank & trust | 4.7% | $52.5M | 1,073,617 | — | Q1 2026 |
| Johnson Bixby & Associates, LLCWealth manager | 5.2% | $48.0M | 892,469 | -0.0% shares | Q3 2026 |
| Barry Investment Advisors, LLCWealth manager | 8.9% | $46.8M | 870,697 | +5.6% shares | Q3 2026 |
| Mfa Wealth Advisors, LLCWealth manager | 7.8% | $46.1M | 856,749 | -0.9% shares | Q3 2026 |
| Charles Schwab Trust CoBank & trust | 2.6% | $45.9M | 854,227 | -16.4% shares | Q3 2026 |
| Focus Financial Network, Inc.Wealth manager | 1.4% | $45.6M | 848,099 | +3.2% shares | Q3 2026 |
| Maia Wealth LLCWealth manager | 6.1% | $44.2M | 823,061 | +23.3% shares | Q3 2026 |
| Pallas Capital Advisors LLCWealth manager | 1.3% | $42.7M | 809,830 | +5.2% shares | Q2 2026 |
| Unison Advisors LLCWealth manager | 2.9% | $41.6M | 773,804 | -1.4% shares | Q3 2026 |
| Dynamic Advisor Solutions LLCWealth manager | 1.2% | $41.3M | 767,776 | +1.1% shares | Q3 2026 |
The 30 largest of 236 positions, by value. Each manager counts with its latest 13F (Q3 2026: 126, Q2 2026: 105, Q1 2026: 5). Screen FNDF in the grand portfolio →
FNDF stock trades by members of Congress
No member of Congress has disclosed a trade in FNDF.
FNDF questions and answers
Are insiders buying FNDF stock?
No open-market insider purchases or sales of FNDF were filed in the last 90 days.
Which hedge funds own FNDF?
236 13F filers hold FNDF among their 50 largest positions, worth $12.6B combined. The biggest bets by portfolio weight are Mountain Capital Investment Advisors Inc. (21.9%), Strata Wealth Advisors, LLC (14.8%) and JHP Wealth Management, LLC (14.3%). In their latest 13Fs, 3 managers opened a new position and 58 added to one.
Has Congress traded FNDF?
No member of Congress has disclosed a trade in FNDF.
Who is the largest holder of FNDF?
Among 13F filers, Charles Schwab Investment Management Inc reports the largest FNDF position, $7.4B (141,104,114 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Mountain Capital Investment Advisors Inc.'s: 21.9% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.