Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (FNDB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — FNDB

Based on 168 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
168 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 — +11% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

85 buying60 selling
Last quarter: 85 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new FNDB position: 13 → 12 → 13 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
95 out of 168 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.
📈

Growing discovery — still being found

18 → 13 → 12 → 13 → 23 new funds/Q
New funds entering each quarter: 13 → 12 → 13 → 23. A growing number of institutions are discovering FNDB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Entry-cohort mix of 168 holders: 97 (58%) are 2+ year veterans, 25 entered 1–2 years ago, and 46 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
20 of 168 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — FNDB

In 2026 Q1, 85 hedge funds were net buyers of FNDB (23 opened a new position, 62 added to an existing one), while 60 reduced or exited (46 trimmed, 14 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 168.

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

-- --

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

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

Signal Freshness measures how much FNDB has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 45d ago
FNDB
+4.7%
SPY
+3.4%

FNDB outperformed SPY by +1.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
FNDB
+0.0%
SPY
+0.0%

Since the filing became public, FNDB outperformed SPY by +0.0% .

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.

10 top-rated funds 3 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: FNDB
2026 Q2 Stats Unlock in 5 days 166 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 159 4.4%
13F Shares 12M 12M 3.22%
Total Value $312M $308M 1.26%
New Positions 22 13 +9
Increased Positions 62 67 -5
Closed Positions 15 9 +6
Reduced Positions 45 36 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDB

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Institutional Holders (2026 Q2)

166 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 FNDB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sound Stewardship, LLC 8.16% 649,548 $19.8M
2 Brightwater Advisory LLC 5.07% 263,213 $8.0M
3 Financial Consulate, Inc 3.66% 1,078,457 $32.8M
4 Family Capital Management, Inc. 2.83% 239,818 $7.3M
5 Kaizen Financial Strategies 1.98% 199,338 $6.1M
6 Essential Partners LLC 1.91% 136,205 $4.1M
7 Guardian Financial Partners, LLC 1.50% 126,188 $3.8M
8 Rossby Financial, LCC 0.93% 166,973 $5.1M
9 Aspiring Ventures, LLC 0.87% 117,083 $3.6M
10 Cornerstone Financial Group, LLC /NE/ 0.87% 46,151 $1.4M
11 Yoder Wealth Management, Inc. 0.86% 72,592 $2.2M
12 Mezzasalma Advisors, LLC 0.84% 145,668 $4.2M
13 Leonard Rickey Investment Advisors P.L.L.C. 0.84% 175,050 $5.3M
14 Centurion Wealth Management LLC 0.69% 95,380 $2.9M
15 Townsend Asset Management Corp /Nc/ /Adv 0.67% 69,025 $2.1M
16 AlphaCore Capital LLC 0.67% 1,202,429 $36.6M
17 McCartney Wealth Management LLC 0.66% 28,621 $872K
18 Avant Capital LLC 0.56% 29,468 $898K
19 Values Added Financial LLC 0.55% 49,678 $1.5M
20 Intentional Wealth Strategies, LLC 0.49% 17,305 $527K
21 BFI Wealth Solutions, LLC 0.43% 19,164 $584K
22 James Investment Research, INC. 0.40% 128,589 $3.9M
23 Bellevue Asset Management, LLC 0.39% 27,761 $846K
24 CVA Family Office, LLC 0.29% 106,892 $3.3M
25 Glass Jacobson Investment Advisors llc 0.28% 29,189 $889K
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 — 11 quarters in a row: For 11 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?

Slight buying edge — 59% buying: Last quarter: 85 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FNDB holders?

Smaller funds dominant — 16% AUM from top-100: 20 of 168 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FNDB?

57% of holders stayed for 2+ years: 95 out of 168 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.

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

As of today, FNDB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), FNDB has gained +4.7% vs +3.4% 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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