Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (FNDC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
4Q ▲
Buyers last Q
49%

Smart Money Signals — FNDC

Based on 292 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FNDC 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
292 hedge funds hold FNDC 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 — +21% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+21% 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 sellers than buyers — 49% buying

113 buying116 selling
Last quarter: 116 funds reduced or exited vs 113 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~44 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 40 → 31 → 42 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new
140 out of 292 hedge funds have held FNDC 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

32 → 40 → 31 → 42 → 44 new funds/Q
New funds entering each quarter: 40 → 31 → 42 → 44. A growing number of institutions are discovering FNDC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 29% newcomers

■ 53% veterans ■ 18% 1-2yr ■ 29% new
Entry-cohort mix of 292 holders: 154 (53%) are 2+ year veterans, 52 entered 1–2 years ago, and 86 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 78% AUM from top-100 funds

78% from top-100 AUM funds
26 of 292 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in FNDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — FNDC

In 2026 Q1, 113 hedge funds were net buyers of FNDC (44 opened a new position, 69 added to an existing one), while 116 reduced or exited (92 trimmed, 24 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 78% of total institutional value in FNDC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 292.

Hedge Fund Ownership: FNDC

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

Market Analysis: FNDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNDC

-- --

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

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

Signal Freshness measures how much FNDC 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
FNDC
+5.5%
SPY
+3.4%

FNDC outperformed SPY by +2.1% since June 30, 2026.

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

Since the filing became public, FNDC 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.

11 top-rated funds 4 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: FNDC
2026 Q2 Stats Unlock in 5 days 287 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 287 271 5.9%
13F Shares 38M 40M -4.11%
Total Value $1.76B $1.76B -0.02%
New Positions 42 42 -
Increased Positions 69 102 -33
Closed Positions 26 27 -1
Reduced Positions 90 73 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDC

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Institutional Holders (2026 Q2)

287 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FNDC. 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 FNDC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abbington Investment Group 3.95% 127,718 $6.2M
2 Prairiewood Capital, LLC 3.91% 310,432 $15.1M
3 Rf&L Wealth Management, LLC 3.47% 105,517 $5.1M
4 Kelman-Lazarov, Inc. 3.11% 489,415 $23.8M
5 BFI Wealth Solutions, LLC 2.81% 78,258 $3.8M
6 ATLas Financial Planning LLC 2.64% 67,147 $3.3M
7 McGrath & Associates, Inc. 2.56% 40,510 $2.0M
8 Collective Family Office LLC 2.51% 252,308 $12.3M
9 Shore Point Advisors, LLC 2.42% 176,242 $7.1M
10 Grove Street Fiduciary, LLC 2.03% 98,882 $4.8M
11 High Probability Advisors, LLC 1.59% 306,034 $14.9M
12 Bravera Wealth 1.28% 68,728 $3.3M
13 Bell Investment Advisors, Inc 1.21% 169,832 $8.2M
14 Traub Capital Management LLC 1.15% 26,497 $1.3M
15 Breakwater Capital Group 1.11% 190,984 $9.3M
16 GHP Investment Advisors, Inc. 1.09% 610,029 $29.6M
17 Moller Wealth Partners 0.98% 112,018 $5.4M
18 Seed Wealth Management, Inc. 0.92% 29,947 $1.5M
19 Northland Capital Management LLC 0.92% 35,078 $1.7M
20 Valued Wealth Advisors LLC 0.91% 51,623 $2.5M
21 Eq Wealth Advisors, LLC 0.84% 31,655 $1.5M
22 Ballast Financial Advisors LLC 0.82% 18,551 $901K
23 Factor Wealth Management LTD 0.76% 104,181 $5.1M
24 Bristlecone Value Partners, LLC 0.67% 17,269 $839K
25 Sterling Financial Planning, Inc. 0.65% 48,976 $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 (FNDC)

What does the Smart Money Trend signal show for FNDC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FNDC 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 FNDC?

More sellers than buyers — 49% buying: Last quarter: 116 funds reduced or exited vs 113 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FNDC holders?

Elite ownership — 78% AUM from top-100 funds: 26 of 292 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in FNDC. 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 FNDC?

48% of holders stayed for 2+ years: 140 out of 292 hedge funds have held FNDC 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 (FNDC) following the 2026 Q2 hedge fund 13F filings?

As of today, FNDC 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), FNDC has gained +5.5% 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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