FNDX — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns FNDX? 31 Institutions Hold $112M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (FNDX)? 31 institutions reported holding $111.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Community Trust Na ($31.6M), Elevation Wealth Partners, LLC ($23.7M), Collective Family Office LLC ($12.7M).

Rank	Institution	Value	Shares	Change
1	FIRST COMMUNITY TRUST NA	$31.6M	1.0M	Added
2	ELEVATION WEALTH PARTNERS, LLC	$23.7M	754,377	Added
3	COLLECTIVE FAMILY OFFICE LLC	$12.7M	402,400	Added
4	Breakwater Capital Group	$11.6M	368,368	Added
5	RFG - Bristol Wealth Advisors, LLC	$6.0M	190,173	Added
6	Farther Finance Advisors, LLC	$4.5M	142,647	Added
7	Avidian Wealth Enterprises, LLC	$3.0M	95,741	Added
8	YHB Investment Advisors, Inc.	$2.5M	77,941	Added
9	Valeo Financial Advisors, LLC	$2.4M	74,710	Added
10	Go Invest LLC	$2.1M	66,672	Added
11	DIVERSIFIED MANAGEMENT INC	$1.6M	51,287	Added
12	CoreCap Advisors, LLC	$1.6M	49,262	Added
13	Apella Capital, LLC	$1.5M	46,393	Added
14	Wedmont Private Capital	$1.3M	39,759	Added
15	May Barnhard Investments LLC	$1.0M	32,637	Added
16	Canandaigua National Trust Co of Florida	$766,609	24,360	Added
17	Tactive Advisors, LLC	$739,138	23,487	Added
18	Plan A Wealth LLC	$724,345	23,017	Added
19	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$682,395	21,684	Trimmed
20	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$452,759	14,387	Added
21	Everhart Financial Group, Inc.	$367,695	11,684	Hold
22	Paragon Capital Management Ltd	$249,305	7,922	Hold
23	CHAPIN DAVIS, INC.	$235,836	7,494	Hold
24	Sprinkle Financial Consultants LLC	$203,788	6,475	Trimmed
25	ARMSTRONG ADVISORY GROUP, INC	$87,267	2,773	Hold

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