FNDX · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (FNDX)
Who is buying and selling FNDX: 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
- 216
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FNDX at a glance
- No open-market insider purchases or sales of FNDX were filed in the last 90 days.
- 216 13F filers hold FNDX among their 50 largest positions, worth $17.6B combined. The biggest bets by portfolio weight are Koesten, Hirschmann & Crabtree, INC. (21.9%), Reston Wealth Management LLC (20.1%) and Northwest Bancshares, Inc. (19.3%). In their latest 13Fs, 2 managers opened a new position and 36 added to one.
- No member of Congress has disclosed a trade in FNDX.
FNDX insider trading
No open-market insider purchases or sales of FNDX were filed in the last 90 days.
Who owns FNDX? Hedge funds and superinvestors
216 13F filers hold FNDX among their 50 largest positions, worth $17.6B combined. The biggest bets by portfolio weight are Koesten, Hirschmann & Crabtree, INC. (21.9%), Reston Wealth Management LLC (20.1%) and Northwest Bancshares, Inc. (19.3%). In their latest 13Fs, 2 managers opened a new position and 36 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Charles Schwab Investment Management IncMutual fund manager | 1.6% | $11.7B | 374,969,727 | -10.6% shares | Q2 2026 |
| Captrust Financial AdvisorsWealth manager | 1.4% | $897.1M | 28,845,768 | +4.9% shares | Q2 2026 |
| Keybank National Association/ohBank & trust | 1.6% | $474.9M | 15,268,868 | +22.6% shares | Q2 2026 |
| McAdam, LLCWealth manager | 13.2% | $349.8M | 11,114,635 | +1.7% shares | Q3 2026 |
| Boulay Financial Advisors, LLCWealth manager | 28.1% | $303.0M | 9,744,092 | +1.8% shares | Q2 2026 |
| Signature Estate & Investment Advisors LLCWealth manager | 4.4% | $251.8M | 8,002,111 | +7.1% shares | Q3 2026 |
| Steele Capital Management, Inc.Wealth manager | 7.4% | $199.8M | 6,423,407 | +2.0% shares | Q2 2026 |
| Glassman Wealth ServicesWealth manager | 17.2% | $143.3M | 4,609,229 | -1.3% shares | Q2 2026 |
| Charles Schwab Trust CoBank & trust | 6.5% | $112.5M | 3,574,246 | -0.9% shares | Q3 2026 |
| Northwest Bancshares, Inc.Bank & trust | 19.3% | $107.1M | 3,442,130 | -13.4% shares | Q2 2026 |
| AlphaCore Capital LLCWealth manager | 1.7% | $90.9M | 2,922,172 | -4.2% shares | Q2 2026 |
| Quadrant Capital Group LLCWealth manager | 2.3% | $86.5M | 2,671,587 | -1.3% shares | Q3 2026 |
| Gemmer Asset Management LLCWealth manager | 5.5% | $84.2M | 2,676,976 | -0.4% shares | Q3 2026 |
| Reston Wealth Management LLCWealth manager | 20.1% | $74.1M | 2,355,179 | -0.5% shares | Q3 2026 |
| BlueStem Wealth Partners, LLCWealth manager | 7.3% | $73.4M | 2,361,445 | +188.2% shares | Q2 2026 |
| Kelman-Lazarov, Inc.Wealth manager | 9.6% | $73.1M | 2,350,202 | -0.9% shares | Q2 2026 |
| Bell Investment Advisors, IncWealth manager | 10.3% | $70.4M | 2,236,608 | +1.5% shares | Q3 2026 |
| Lee Financial CoWealth manager | 8.6% | $69.2M | 2,198,333 | +1.0% shares | Q3 2026 |
| True North Advisors, LLCWealth manager | 5.0% | $68.1M | 2,163,768 | +1.1% shares | Q3 2026 |
| Prairiewood Capital, LLCWealth manager | 16.1% | $63.5M | 2,018,681 | +2.3% shares | Q3 2026 |
| Eagle Strategies LLCWealth manager | 5.7% | $58.4M | 1,855,004 | +2.2% shares | Q3 2026 |
| Ashford Advisors, LLCWealth manager | 11.7% | $56.9M | 1,828,254 | -0.4% shares | Q2 2026 |
| Cornerstone Planning Group LLCWealth manager | 6.9% | $56.1M | 1,745,248 | +0.1% shares | Q3 2026 |
| Tanglewood Wealth Management, Inc.Wealth manager | 4.5% | $54.7M | 1,738,525 | +1.1% shares | Q3 2026 |
| Koesten, Hirschmann & Crabtree, INC.Wealth manager | 21.9% | $52.3M | 1,663,473 | -1.8% shares | Q3 2026 |
| Kavar Capital Partners Group, LLCWealth manager | 6.3% | $51.3M | 1,650,796 | +3.5% shares | Q2 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.Wealth manager | 7.5% | $48.5M | 1,540,238 | +0.7% shares | Q3 2026 |
| Resonant Capital Advisors, LLCWealth manager | 2.1% | $43.8M | 1,392,485 | -2.3% shares | Q3 2026 |
| Urban Financial Advisory CorpWealth manager | 10.4% | $37.6M | 1,208,406 | +12.1% shares | Q2 2026 |
| Ptm Wealth Management, LLCWealth manager | 15.3% | $36.1M | 1,126,671 | +1.4% shares | Q3 2026 |
The 30 largest of 216 positions, by value. Each manager counts with its latest 13F (Q3 2026: 114, Q2 2026: 98, Q1 2026: 4). Screen FNDX in the grand portfolio →
FNDX stock trades by members of Congress
No member of Congress has disclosed a trade in FNDX.
FNDX questions and answers
Are insiders buying FNDX stock?
No open-market insider purchases or sales of FNDX were filed in the last 90 days.
Which hedge funds own FNDX?
216 13F filers hold FNDX among their 50 largest positions, worth $17.6B combined. The biggest bets by portfolio weight are Koesten, Hirschmann & Crabtree, INC. (21.9%), Reston Wealth Management LLC (20.1%) and Northwest Bancshares, Inc. (19.3%). In their latest 13Fs, 2 managers opened a new position and 36 added to one.
Has Congress traded FNDX?
No member of Congress has disclosed a trade in FNDX.
Who is the largest holder of FNDX?
Among 13F filers, Charles Schwab Investment Management Inc reports the largest FNDX position, $11.7B (374,969,727 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Koesten, Hirschmann & Crabtree, INC.'s: 21.9% of its portfolio.
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