SigFig Wealth Management, LLC FNDF — SCHWAB STRATEGIC TR

Ownership history in SigFig Wealth Management, LLC  ·  5 quarters on record

AI Ownership Summary

SigFig Wealth Management, LLC reported SCHWAB STRATEGIC TR (FNDF) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows FNDF at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FNDF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SigFig Wealth Management, LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FNDF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FNDF stock page SigFig Wealth Management, LLC fund profile SigFig Wealth Management, LLC full holdings
How SigFig Wealth Management, LLC held FNDF — position size vs. price
% of Fund (quarterly)    FNDF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,591 -599 -5.4% 0.01% $557K 2026-07-07 $52.98
2026 Q1 ADDED — — — 11,190 +738 +7.1% 0.02% $548K 2026-04-14 $51.44
2025 Q4 ADDED — — — 10,452 +384 +3.8% 0.01% $473K 2026-01-16 $46.94
2025 Q3 ADDED — — — 10,068 +157 +1.6% 0.01% $432K 2025-10-21 $42.10
2025 Q2 INITIATED — — — 9,911 — — 0.01% $396K 2025-07-18 $38.59

🏢 Other funds also holding FNDF

As of 2026 Q2 — sorted by position size

CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 4.51% COLLECTIVE FAMILY OFFICE LLC 3Y 2.96% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 2.38% City Center Advisors, LLC 1.17% Dynamic Advisor Solutions LLC 3Y 7Y 1.14% Bulwark Capital Corp 0.56% First County Bank /CT/ 3Y 0.46% Westmount Partners, LLC 0.43% Crescent Sterling, Ltd. 3Y 0.35% GK Wealth Management LLC 0.24%

FAQ About SigFig Wealth Management, LLC and FNDF

These are the practical questions this page is built to answer before you even open the full history table.

How long has SigFig Wealth Management, LLC reported owning FNDF?

SigFig Wealth Management, LLC reported FNDF across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported FNDF position in SigFig Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FNDF was 0.02% in 2026 Q1.

What is the latest reported FNDF position on this page?

The most recent filing on this page is 2026 Q2, when SigFig Wealth Management, LLC reported 10,591 shares, equal to 0.01% of portfolio, with an estimated market value of $557K.

What does the chart on this FNDF ownership page compare?

The chart compares SigFig Wealth Management, LLC's quarterly FNDF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SigFig Wealth Management, LLC time their FNDF position?

Based on 13F filing dates vs. subsequent FNDF price moves, SigFig Wealth Management, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on FNDF relative to SPY over the holding period was +13.9%.

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