FNDB — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (FNDB)? 6 institutions reported holding $9.60M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kaizen Financial Strategies ($7.5M), Farther Finance Advisors, LLC ($1.2M), Elevation Wealth Partners, LLC ($617,397).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kaizen Financial Strategies | $7.5M | 244,801 | Added |
| 2 | Farther Finance Advisors, LLC | $1.2M | 38,619 | Added |
| 3 | ELEVATION WEALTH PARTNERS, LLC | $617,397 | 20,170 | Trimmed |
| 4 | Wedmont Private Capital | $254,103 | 8,150 | Hold |
| 5 | CoreCap Advisors, LLC | $43,344 | 1,416 | Hold |
| 6 | Versant Capital Management, Inc | $14,238 | 465 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30