Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (FNDE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
9Q ▲
Buyers last Q
69%

Smart Money Signals — FNDE

Based on 402 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
402 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 — +22% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+22% 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 — 69% buying

253 buying112 selling
Last quarter: 253 funds were net buyers (74 opened a brand new position + 179 added to an existing one). Only 112 were sellers (76 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new FNDE position: 58 → 55 → 46 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 23% medium ■ 25% new
210 out of 402 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.
➡️

Steady discovery — ~74 new funds/quarter

55 → 58 → 55 → 46 → 74 new funds/Q
New funds entering each quarter: 58 → 55 → 46 → 74. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 13% 1-2yr ■ 32% new
Of 402 current holders: 221 (55%) 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
18 of 402 holders are among the 100 largest funds by AUM, controlling 83% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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: FNDE

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

Market Analysis: FNDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNDE

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

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 9 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FNDE
2026 Q1 Stats Unlock in 23 days 402 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 402 364 10.44%
13F Shares 184M 177M 4.0%
Total Value $6.63B $6.39B 3.76%
New Positions 74 46 +28
Increased Positions 179 130 +49
Closed Positions 36 40 -4
Reduced Positions 76 103 -27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDE

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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)

402 + investors

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

Top 25 institutional holders of FNDE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pinnacle Wealth Management, LLC 4.59% 178,075 $6.8M
2 BALANCED WEALTH GROUP LLC 4.23% 308,618 $11.8M
3 ABBINGTON INVESTMENT GROUP 3.99% 179,260 $6.9M
4 Prairiewood Capital, LLC 3.91% 353,734 $13.5M
5 Kelman-Lazarov, Inc. 3.26% 594,759 $22.8M
6 Laurel Wealth Planning LLC 3.11% 154,232 $5.9M
7 MOLLER WEALTH PARTNERS 2.77% 367,331 $14.1M
8 Johnson Bixby & Associates, LLC 2.72% 573,053 $21.9M
9 FOSTER & MOTLEY INC 2.45% 1,241,800 $48K
10 ACCESS FINANCIAL SERVICES, INC. 2.32% 171,213 $6.6M
11 FINANCIAL CONSULATE, INC 2.16% 453,683 $17.4M
12 McGrath & Associates, Inc. 2.04% 36,243 $1.4M
13 HHM Wealth Advisors, LLC 1.91% 433,129 $16.6M
14 Northland Capital Management LLC 1.87% 89,238 $3.4M
15 Etesian Wealth Advisors, Inc. 1.67% 136,959 $5.2M
16 Silver Coast Investments LLC 1.57% 128,694 $4.9M
17 CABOT WEALTH MANAGEMENT INC 1.53% 348,345 $13.3M
18 RED REEF ADVISORS LLC 1.35% 36,719 $1.3M
19 KRM WEALTH MANAGEMENT L.L.C. 1.32% 66,707 $2.4M
20 Bell Investment Advisors, Inc 1.27% 212,046 $8.1M
21 21 West Wealth Management LLC 1.23% 34,686 $1.3M
22 Essex LLC 1.09% 161,351 $6.2M
23 WealthCare Investment Partners, LLC 1.04% 98,401 $3.7M
24 Charles Schwab Trust Co 1.02% 411,420 $15.7M
25 Red Tortoise LLC 1.01% 63,177 $2.4M
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 (FNDE)

What does the Smart Money Trend signal show for FNDE?

Buying streak — 9 quarters in a row: For 9 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 — 69% buying: Last quarter: 253 funds were net buyers (74 opened a brand new position + 179 added to an existing one). Only 112 were sellers (76 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FNDE holders?

Elite ownership — 83% AUM from top-100 funds: 18 of 402 holders are among the 100 largest funds by AUM, controlling 83% 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?

52% of holders stayed for 2+ years: 210 out of 402 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.

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.