Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (FNDA)

483 + 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
↑ +22
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — FNDA

Based on 487 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
487 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

245 buying175 selling
Last quarter: 245 funds bought or added vs 175 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.
➡️

Steady new buyers — ~60 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 57 → 58 → 57 → 60. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
275 out of 487 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.
➡️

Steady discovery — ~60 new funds/quarter

57 → 57 → 58 → 57 → 60 new funds/Q
New funds entering each quarter: 57 → 58 → 57 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 14% 1-2yr ■ 26% new
Entry-cohort mix of 487 holders: 293 (60%) are 2+ year veterans, 68 entered 1–2 years ago, and 126 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 78% AUM from top-100 funds

78% from top-100 AUM funds
29 of 487 holders are among the 100 largest funds by AUM, controlling 78% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — FNDA

In 2026 Q2, 245 hedge funds were net buyers of FNDA (60 opened a new position, 185 added to an existing one), while 175 reduced or exited (137 trimmed, 38 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 78% of total institutional value in FNDA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 487.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Schwab Strategic Tr (FNDA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FNDA has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 81d ago
FNDA
-6.2%
SPY
+2.1%

FNDA outperformed SPY by -8.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
FNDA
-7.3%
SPY
-1.8%

Since the filing became public, FNDA outperformed SPY by -5.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 10 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: FNDA
483 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 483 465 3.87%
13F Shares 186M 227M -17.83%
Total Value $7.05B $7.32B -3.75%
New Positions 59 57 +2
Increased Positions 185 156 +29
Closed Positions 41 43 -2
Reduced Positions 137 136 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDA

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Institutional Holders (2026 Q2)

483 + investors

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

QUARTER:
Top 25 FNDA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prairiewood Capital, LLC 20.60% 2,088,254 $79.5M
2 Wealth Forward, LLC 11.45% 603,841 $23.0M
3 Solitude Financial Services 11.03% 1,046,847 $39.8M
4 Boulay Financial Advisors, LLC 9.48% 2,689,045 $102.3M
5 Moller Wealth Partners 8.46% 1,229,114 $46.8M
6 Riverpoint Wealth Management Holdings, LLC 8.21% 1,174,381 $44.7M
7 Waddell & Associates, LLC 5.45% 2,896,380 $110.2M
8 Sound Stewardship, LLC 5.05% 321,406 $12.2M
9 Seven Springs Wealth Group, LLC 4.97% 598,617 $22.8M
10 Ironwood Investment Counsel, LLC 4.53% 907,290 $34.5M
11 First Pacific Financial 4.02% 885,996 $33.7M
12 Traub Capital Management LLC 3.62% 106,753 $4.1M
13 Steele Capital Management, Inc. 3.05% 2,176,267 $82.8M
14 Collective Family Office LLC 3.04% 390,724 $14.9M
15 Womack Financial LLC 3.04% 120,674 $4.6M
16 Shore Point Advisors, LLC 3.00% 386,724 $8.8M
17 Northland Capital Management LLC 2.96% 144,466 $5.5M
18 McGrath & Associates, Inc. 2.89% 58,331 $2.2M
19 Grey Ledge Advisors, LLC 2.54% 332,827 $12.7M
20 Bell Investment Advisors, Inc 2.47% 442,641 $16.8M
21 Winter & Associates, Inc. 2.34% 81,709 $3.1M
22 Founders Capital Management 2.31% 140,492 $5.3M
23 Your Advocates Ltd., LLP 2.26% 207,650 $7.9M
24 Krm Wealth Management L.L.C. 2.25% 134,251 $5.1M
25 Reston Wealth Management LLC 2.01% 195,627 $7.4M
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 — 5 quarters in a row: For 5 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 — 58% buying: Last quarter: 245 funds bought or added vs 175 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 — 78% AUM from top-100 funds: 29 of 487 holders are among the 100 largest funds by AUM, controlling 78% 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: 275 out of 487 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.

Is it too late to buy Schwab Strategic Tr (FNDA) following the 2026 Q2 hedge fund 13F filings?

As of today, FNDA has moved -7.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -5.5%. Since the quarter end (June 30, 2026), FNDA has gained -6.2% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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