FNDF — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns FNDF? 43 Institutions Hold $298M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (FNDF)? 43 institutions reported holding $298.26M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Capital Advisors Wealth Management, LLC ($59.8M), Trust Co ($58.9M), Canandaigua National Bank & Trust Co ($53.8M).

Rank	Institution	Value	Shares	Change
1	Capital Advisors Wealth Management, LLC	$59.8M	1.1M	Added
2	Trust Co	$58.9M	1.1M	Trimmed
3	CANANDAIGUA NATIONAL BANK & TRUST CO	$53.8M	1.0M	Trimmed
4	MFA WEALTH ADVISORS, LLC	$46.1M	856,749	Trimmed
5	Insight Wealth Strategies, LLC	$20.8M	387,160	Added
6	COLLECTIVE FAMILY OFFICE LLC	$14.6M	271,156	Trimmed
7	Canandaigua National Trust Co of Florida	$7.0M	129,489	Trimmed
8	Wealth Enhancement Trust Services, Inc.	$6.8M	126,836	Added
9	Farther Finance Advisors, LLC	$5.8M	107,432	Trimmed
10	Kaizen Financial Strategies	$5.6M	104,504	Added
11	Dupree Financial Group, LLC	$2.2M	41,130	Added
12	Dickmeyer Boyce Financial Management, Inc.	$1.7M	32,276	Added
13	ELEVATION WEALTH PARTNERS, LLC	$1.5M	28,796	Trimmed
14	City Center Advisors, LLC	$1.5M	28,570	Added
15	Worth Asset Management, LLC	$1.5M	28,187	Added
16	Avidian Wealth Enterprises, LLC	$1.3M	24,324	Added
17	Wedmont Private Capital	$1.2M	22,614	Added
18	Everhart Financial Group, Inc.	$1.0M	19,081	Trimmed
19	CoreCap Advisors, LLC	$946,923	17,617	Added
20	BOS Asset Management, LLC	$855,808	15,922	Added
21	SigFig Wealth Management, LLC	$602,753	11,214	Added
22	Apella Capital, LLC	$567,961	10,632	Added
23	DIVERSIFIED MANAGEMENT INC	$514,807	9,578	Hold
24	Cambridge Financial Group, LLC	$460,226	8,723	Hold
25	GK Wealth Management LLC	$455,854	8,481	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30