Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (FNDA)

430 + Investors. Track Smart Money conviction in FNDA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — FNDA

Based on 430 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FNDA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
430 hedge funds hold FNDA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FNDA is almost the same as a year ago (+12 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

218 buying162 selling
Last quarter: 218 funds bought or added vs 162 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new FNDA position: 42 → 48 → 49 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 26% medium ■ 18% new
242 out of 430 hedge funds have held FNDA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

69 → 42 → 48 → 49 → 55 new funds/Q
New funds entering each quarter: 42 → 48 → 49 → 55. A growing number of institutions are discovering FNDA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 20% 1-2yr ■ 25% new
Of 430 current holders: 240 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 83% AUM from top-100 funds

83% from top-100 AUM funds
22 of 430 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in FNDA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FNDA

How many hedge funds hold FNDA — quarterly history vs. share price
Quarterly hedge fund ownership of FNDA vs. share price

Market Analysis: FNDA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNDA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 7 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FNDA
2026 Q1 Stats Unlock in 22 days 430 + Investors

Track Smart Money conviction in FNDA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 430 416 3.37%
13F Shares 224M 225M -0.21%
Total Value $7.06B $7.00B 0.83%
New Positions 55 49 +6
Increased Positions 163 143 +20
Closed Positions 41 32 +9
Reduced Positions 121 127 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDA

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

430 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FNDA. Verified SEC 13F-HR filings.

Top 25 institutional holders of FNDA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prairiewood Capital, LLC 19.26% 2,053,795 $66.6M
2 Solitude Financial Services 10.52% 1,029,893 $35.6M
3 MOLLER WEALTH PARTNERS 8.11% 1,266,030 $41.1M
4 Winter & Associates, Inc. 4.66% 161,515 $5.3M
5 Sound Stewardship, LLC 4.65% 313,018 $10.2M
6 First Pacific Financial 3.67% 879,957 $28.5M
7 Traub Capital Management LLC 3.39% 105,388 $3.4M
8 McGrath & Associates, Inc. 2.91% 61,053 $2.0M
9 Shore Point Advisors, LLC 2.89% 358,560 $7.3M
10 COLLECTIVE FAMILY OFFICE LLC 2.73% 374,608 $12.1M
11 Northland Capital Management LLC 2.51% 141,447 $4.6M
12 Grey Ledge Advisors, LLC 2.41% 328,713 $10.7M
13 Bell Investment Advisors, Inc 2.27% 447,402 $14.5M
14 Founders Capital Management 2.20% 139,010 $4.5M
15 KRM WEALTH MANAGEMENT L.L.C. 2.01% 116,137 $3.7M
16 RESTON WEALTH MANAGEMENT LLC 1.90% 191,074 $6.2M
17 Gemmer Asset Management LLC 1.66% 646,904 $21.0M
18 Goldstone Financial Group, LLC 1.56% 442,767 $14.4M
19 Arlington Financial Advisors, LLC 1.32% 284,663 $9.2M
20 Johnson Bixby & Associates, LLC 1.20% 298,854 $9.7M
21 Yoder Wealth Management, Inc. 1.13% 76,728 $2.5M
22 Williams Financial, LLC 1.04% 54,917 $1.8M
23 Lakewood Asset Management LLC 0.95% 45,765 $1.5M
24 Pasadena Private Wealth, LLC 0.95% 211,419 $6.9M
25 Charles Schwab Trust Co 0.89% 424,509 $13.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SCHWAB STRATEGIC TR (FNDA)

What does the Smart Money Trend signal show for FNDA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FNDA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FNDA?

Slight buying edge — 57% buying: Last quarter: 218 funds bought or added vs 162 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FNDA holders?

Elite ownership — 83% AUM from top-100 funds: 22 of 430 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in FNDA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FNDA?

56% of holders stayed for 2+ years: 242 out of 430 hedge funds have held FNDA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.