FNDB SCHWAB STRATEGIC TR: institutional ownership and insider trading

189 funds reported holding $454M of SCHWAB STRATEGIC TR in their latest 13F filings; in Q2 2026 funds net bought $42.7M, with 20 new positions and 13 funds selling out.

Largest institutional holders of FNDB

  1. AlphaCore Capital LLC — $36.6M
  2. FINANCIAL CONSULATE, INC — $32.9M
  3. Callan Capital, LLC — $30.8M
  4. EP Wealth Advisors, LLC — $22.5M
  5. Opes Wealth Management LLC — $20.3M
  6. Sound Stewardship, LLC — $20.3M
  7. Cambridge Investment Research Advisors, Inc. — $18.6M
  8. HighTower Advisors, LLC — $16.7M
  9. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $14.5M
  10. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $13.2M

Who owns the most FNDB stock?

The largest institutional holders of SCHWAB STRATEGIC TR in the latest 13F filings are AlphaCore Capital LLC ($36.6M), FINANCIAL CONSULATE, INC ($32.9M), Callan Capital, LLC ($30.8M).

All FNDB 13F holders