Schwab Strategic Tr (FNDE) Hedge Fund Ownership (Q2 2026)

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

As of today, FNDE has moved +2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of +4.0%. Since the quarter end (June 30, 2026), FNDE gained +6.7% vs -2.0% 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.

Schwab Strategic Tr (FNDE)

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

Smart Money Signals — FNDE

Based on 500 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added FNDE 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

500 hedge funds hold FNDE 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.

🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q

+126 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

274 buying173 selling

Last quarter: 274 funds were net buyers (73 opened a brand new position + 201 added to an existing one). Only 173 were sellers (133 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~73 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 52 → 82 → 78 → 73. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 27% medium ■ 27% new

230 out of 500 hedge funds have held FNDE 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

62 → 52 → 82 → 78 → 73 new funds/Q

New funds entering each quarter: 52 → 82 → 78 → 73. A growing number of institutions are discovering FNDE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 52% veterans vs 33% newcomers

■ 52% veterans ■ 15% 1-2yr ■ 33% new

Entry-cohort mix of 500 holders: 259 (52%) are 2+ year veterans, 75 entered 1–2 years ago, and 166 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 82% AUM from top-100 funds

82% from top-100 AUM funds

26 of 498 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in FNDE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	492	467	5.35%
13F Shares	189M	187M	1.28%
Total Value	$7.44B	$7.08B	5.05%
New Positions	70	78	-8
Increased Positions	200	161	+39
Closed Positions	43	36	+7
Reduced Positions	133	125	+8
Total Calls	0	0	-
Total Puts	1	1	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

492

467

5.35%

13F Shares

189M

187M

1.28%

Total Value

$7.44B

$7.08B

5.05%

New Positions

-8

Increased Positions

200

161

+39

Closed Positions

Reduced Positions

133

125

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

492 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FNDE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	LFA - Lugano Financial Advisors SA	7.84%	328,425	$13.0M
2	January Capital Advisors LLC	7.04%	212,219	$8.4M
3	Seven Springs Wealth Group, LLC	5.21%	601,701	$23.9M
4	Abbington Investment Group	4.53%	179,386	$7.1M
5	Pinnacle Wealth Management, LLC	4.52%	184,032	$7.3M
6	Tandem Financial, LLC	4.23%	354,450	$14.1M
7	Price Financial Group Wealth Management, Inc	4.05%	6,173	$244K
8	Perspective Wealth Advisors LLC	3.95%	181,003	$7.2M
9	Balanced Wealth Group LLC	3.95%	314,528	$12.5M
10	Prairiewood Capital, LLC	3.76%	365,480	$14.5M
11	Wealth Forward, LLC	3.53%	178,420	$7.1M
12	Cowa, LLC	3.36%	337,812	$13.4M
13	Elgethun Capital Management	3.07%	556,068	$22.1M
14	Droms Strauss Advisors Inc /Mo/ /Adv	3.02%	334,817	$13.3M
15	Kelman-Lazarov, Inc.	2.96%	569,914	$22.6M
16	Almanack Investment Partners, LLC.	2.84%	561,157	$22.3M
17	Laurel Wealth Planning LLC	2.77%	157,821	$6.3M
18	Unison Advisors LLC	2.69%	971,847	$38.6M
19	Birchwood Financial Partners, Inc.	2.68%	82,537	$3.3M
20	Moller Wealth Partners	2.66%	370,133	$14.7M
21	Johnson Bixby & Associates, LLC	2.64%	597,009	$23.7M
22	Bogart Wealth, LLC	2.56%	1,885,735	$74.8M
23	Your Advocates Ltd., LLP	2.44%	214,697	$8.5M
24	RHS Financial, LLC	2.31%	144,271	$5.7M
25	Access Financial Services, INC.	2.23%	171,753	$6.8M

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 (FNDE)

What does the Smart Money Trend signal show for FNDE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added FNDE 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 FNDE?

More buyers than sellers — 61% buying: Last quarter: 274 funds were net buyers (73 opened a brand new position + 201 added to an existing one). Only 173 were sellers (133 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FNDE holders?

Elite ownership — 82% AUM from top-100 funds: 26 of 498 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in FNDE. 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 FNDE?

46% of holders stayed for 2+ years: 230 out of 500 hedge funds have held FNDE 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 (FNDE) following the 2026 Q2 hedge fund 13F filings?

As of today, FNDE has moved +2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of +4.0%. Since the quarter end (June 30, 2026), FNDE has gained +6.7% vs -2.0% 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.

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Schwab Strategic Tr (FNDE)

Smart Money Signals — FNDE

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +34% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~73 new funds per quarter

46% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 52% veterans vs 33% newcomers

Elite ownership — 82% AUM from top-100 funds

Institutional Sentiment Summary — FNDE

Hedge Fund Ownership: FNDE

Market Analysis: FNDE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FNDE

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

Hedge Fund Positioning: FNDE

Statistics: FNDE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Schwab Strategic Tr (FNDE)

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