Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (FNDE)

461 + 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
↑ +42
Streak
10Q ▲
Buyers last Q
60%

Smart Money Signals — FNDE

Based on 466 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
466 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 — +33% more funds vs a year ago

fund count last 6Q
+115 new funds entered over the past year (+33% 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 — 60% buying

239 buying161 selling
Last quarter: 239 funds were net buyers (78 opened a brand new position + 161 added to an existing one). Only 161 were sellers (125 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~78 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 61 → 52 → 81 → 78. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 24% medium ■ 28% new
221 out of 466 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

58 → 61 → 52 → 81 → 78 new funds/Q
New funds entering each quarter: 61 → 52 → 81 → 78. A growing number of institutions are discovering FNDE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 35% newcomers

■ 51% veterans ■ 14% 1-2yr ■ 35% new
Entry-cohort mix of 466 holders: 236 (51%) are 2+ year veterans, 67 entered 1–2 years ago, and 163 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 83% AUM from top-100 funds

83% from top-100 AUM funds
21 of 464 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.
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.

Institutional Sentiment Summary — FNDE

In 2026 Q1, 239 hedge funds were net buyers of FNDE (78 opened a new position, 161 added to an existing one), while 161 reduced or exited (125 trimmed, 36 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 83% of total institutional value in FNDE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 466.

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

-- --

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

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

Signal Freshness measures how much FNDE has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 78d ago
FNDE
+7.4%
SPY
+15.9%

FNDE outperformed SPY by -8.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FNDE
+2.3%
SPY
+2.0%

Since the filing became public, FNDE outperformed SPY by +0.3% .

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.

15 top-rated funds 10 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FNDE
461 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 461 424 8.73%
13F Shares 187M 184M 1.34%
Total Value $7.07B $6.64B 6.43%
New Positions 78 81 -3
Increased Positions 160 184 -24
Closed Positions 41 39 +2
Reduced Positions 124 80 +44
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

461 + 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:
Top 25 FNDE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LFA - Lugano Financial Advisors SA 6.51% 334,560 $12.8M
2 Seven Springs Wealth Group, LLC 4.99% 563,534 $21.6M
3 Almanack Investment Partners, LLC. 4.60% 712,019 $27.2M
4 Pinnacle Wealth Management, LLC 4.59% 178,075 $6.8M
5 Capital Developers, LLC 4.39% 127,312 $4.9M
6 Balanced Wealth Group LLC 4.23% 308,618 $11.8M
7 Perspective Wealth Advisors LLC 4.18% 168,281 $6.4M
8 Price Financial Group Wealth Management, Inc 4.12% 6,143 $250K
9 Tandem Financial, LLC 4.00% 328,742 $12.6M
10 Abbington Investment Group 3.99% 179,260 $6.9M
11 Prairiewood Capital, LLC 3.91% 353,734 $13.5M
12 Wealth Forward, LLC 3.81% 176,290 $6.7M
13 Droms Strauss Advisors Inc /Mo/ /Adv 3.50% 349,937 $13.4M
14 Elgethun Capital Management 3.42% 539,773 $20.7M
15 RHS Financial, LLC 3.36% 185,287 $7.1M
16 Cowa, LLC 3.33% 322,910 $12.4M
17 Kelman-Lazarov, Inc. 3.26% 594,759 $22.8M
18 Laurel Wealth Planning LLC 3.11% 154,232 $5.9M
19 Birchwood Financial Partners, Inc. 2.85% 77,333 $3.0M
20 Unison Advisors LLC 2.82% 972,627 $37.2M
21 Moller Wealth Partners 2.77% 367,331 $14.1M
22 Bogart Wealth, LLC 2.74% 1,857,268 $71.1M
23 Johnson Bixby & Associates, LLC 2.72% 573,053 $21.9M
24 Alternative Investment Advisors, LLC. 2.62% 156,726 $6.0M
25 Your Advocates Ltd., LLP 2.59% 222,078 $8.5M
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 — 10 quarters in a row: For 10 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 — 60% buying: Last quarter: 239 funds were net buyers (78 opened a brand new position + 161 added to an existing one). Only 161 were sellers (125 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: 21 of 464 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?

47% of holders stayed for 2+ years: 221 out of 466 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 Q1 hedge fund 13F filings?

As of today, FNDE has moved +2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), FNDE has gained +7.4% vs +15.9% 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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