Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (FNDB)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — FNDB

Based on 151 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FNDB 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
151 hedge funds hold FNDB 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 — +9% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

76 buying43 selling
Last quarter: 76 funds were net buyers (12 opened a brand new position + 64 added to an existing one). Only 43 were sellers (34 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 10 → 12 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 23% medium 15% new
93 out of 151 hedge funds have held FNDB 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 — ~12 new funds/quarter

17 → 16 → 10 → 12 → 12 new funds/Q
New funds entering each quarter: 16 → 10 → 12 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 15% 1-2yr 23% new
Of 151 current holders: 94 (62%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
16 of 151 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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: FNDB

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

Market Analysis: FNDB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNDB

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

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: FNDB
2026 Q1 Stats Unlock in 16 days 151 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 151 148 2.03%
13F Shares 11M 12M -5.59%
Total Value $304M $312M -2.57%
New Positions 12 12 -
Increased Positions 64 58 +6
Closed Positions 9 8 +1
Reduced Positions 34 33 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

151 + investors

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

Top 25 institutional holders of FNDB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sound Stewardship, LLC 7.98% 640,437 $17.4M
2 Brightwater Advisory LLC 4.91% 272,813 $7.4M
3 FINANCIAL CONSULATE, INC 3.52% 1,039,540 $28.3M
4 Opes Wealth Management LLC 3.33% 744,765 $20.3M
5 Family Capital Management, Inc. 2.84% 234,705 $6.4M
6 Guardian Financial Partners, LLC 1.54% 134,485 $3.7M
7 Kaizen Financial Strategies 1.13% 94,001 $2.7M
8 Mezzasalma Advisors, LLC 0.95% 144,099 $3.7M
9 Yoder Wealth Management, Inc. 0.90% 72,592 $2.0M
10 Leonard Rickey Investment Advisors P.L.L.C. 0.83% 175,333 $4.8M
11 Centurion Wealth Management LLC 0.58% 94,260 $2.6M
12 Values Added Financial LLC 0.57% 49,678 $1.4M
13 Red Tortoise LLC 0.53% 46,664 $1.3M
14 BELLEVUE ASSET MANAGEMENT, LLC 0.38% 27,740 $755K
15 JAMES INVESTMENT RESEARCH, INC. 0.34% 109,943 $3.0M
16 CVA Family Office, LLC 0.32% 110,391 $3.0M
17 HHM Wealth Advisors, LLC 0.28% 90,493 $2.5M
18 Glass Jacobson Investment Advisors llc 0.28% 29,425 $800K
19 Red Door Wealth Management, LLC 0.25% 86,729 $2.4M
20 ELEVATION WEALTH PARTNERS, LLC 0.21% 21,072 $573K
21 SeaCrest Wealth Management, LLC 0.17% 59,156 $1.6M
22 Harbor Asset Planning, Inc. 0.16% 6,996 $190K
23 Resonant Capital Advisors, LLC 0.13% 93,719 $2.5M
24 FOUNDERS FINANCIAL SECURITIES LLC 0.11% 63,856 $1.8M
25 Koesten, Hirschmann & Crabtree, INC. 0.10% 7,530 $205K
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 (FNDB)

What does the Smart Money Trend signal show for FNDB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FNDB 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 FNDB?

More buyers than sellers — 64% buying: Last quarter: 76 funds were net buyers (12 opened a brand new position + 64 added to an existing one). Only 43 were sellers (34 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FNDB holders?

Smaller funds dominant — 15% AUM from top-100: 16 of 151 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FNDB?

62% of holders stayed for 2+ years: 93 out of 151 hedge funds have held FNDB 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.