FNDE — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (FNDE)? 20 institutions reported holding $13.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Collective Family Office LLC ($2.5M), Cambridge Financial Group, LLC ($1.9M), Breakwater Capital Group ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COLLECTIVE FAMILY OFFICE LLC | $2.5M | 60,879 | Added |
| 2 | Cambridge Financial Group, LLC | $1.9M | 48,347 | Hold |
| 3 | Breakwater Capital Group | $1.8M | 42,381 | Added |
| 4 | Bangor Savings Bank | $1.2M | 28,772 | Added |
| 5 | Whalen Wealth Management Inc. | $1.2M | 27,843 | New |
| 6 | Farther Finance Advisors, LLC | $1.1M | 27,357 | Trimmed |
| 7 | Wedmont Private Capital | $936,601 | 22,147 | Hold |
| 8 | Kaizen Financial Strategies | $936,213 | 22,360 | Trimmed |
| 9 | Capital Advisors Wealth Management, LLC | $840,891 | 20,083 | Added |
| 10 | CoreCap Advisors, LLC | $417,958 | 9,982 | Added |
| 11 | Apella Capital, LLC | $317,593 | 7,478 | New |
| 12 | Intelligence Driven Advisers, LLC | $240,292 | 5,739 | Hold |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $126,157 | 3,013 | Hold |
| 14 | Versant Capital Management, Inc | $91,528 | 2,186 | Hold |
| 15 | CX Institutional | $15,000 | 348 | Hold |
| 16 | Noble Wealth Management PBC | $9,253 | 221 | Added |
| 17 | Retirement Wealth Solutions LLC | $6,281 | 150 | Hold |
| 18 | Grove Bank & Trust | $2,889 | 69 | New |
| 19 | Central Pacific Bank - Trust Division | $837 | 20 | Added |
| 20 | ARMSTRONG ADVISORY GROUP, INC | $754 | 18 | New |
Source: SEC Form 13F filings · as of 2026-09-30