Who Owns SCHWAB STRATEGIC TR (FNDA)? -- Institutional Holders (2026-03-31)
496 institutions reported holding $7.35B of SCHWAB STRATEGIC TR (FNDA) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($5.81B), Clearstead Advisors, LLC ($121.4M), WADDELL & ASSOCIATES, LLC ($93.6M), Steele Capital Management, Inc. ($68.4M), Prairiewood Capital, LLC ($66.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.81B | 179.2M | Trimmed |
| 2 | Clearstead Advisors, LLC | $121.4M | 3.7M | Added |
| 3 | WADDELL & ASSOCIATES, LLC | $93.6M | 2.9M | Added |
| 4 | Steele Capital Management, Inc. | $68.4M | 2.1M | Added |
| 5 | Prairiewood Capital, LLC | $66.6M | 2.1M | Added |
| 6 | UBS Group AG | $47.9M | 1.5M | Added |
| 7 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $46.8M | 1.4M | Trimmed |
| 8 | MOLLER WEALTH PARTNERS | $41.1M | 1.3M | Added |
| 9 | Riverpoint Wealth Management Holdings, LLC | $37.5M | 1.2M | Added |
| 10 | MORGAN STANLEY | $36.6M | 1.1M | Trimmed |
| 11 | Solitude Financial Services | $35.6M | 1.0M | Added |
| 12 | Ironwood Investment Counsel, LLC | $30.5M | 940,337 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $30.3M | 918,127 | Trimmed |
| 14 | BANK OF AMERICA CORP /DE/ | $29.2M | 900,070 | Added |
| 15 | First Pacific Financial | $28.5M | 879,957 | Trimmed |
| 16 | AlphaCore Capital LLC | $26.5M | 818,424 | Trimmed |
| 17 | Resonant Capital Advisors, LLC | $25.0M | 771,733 | Trimmed |
| 18 | Gemmer Asset Management LLC | $21.0M | 646,904 | Added |
| 19 | Trilogy Capital Inc. | $20.1M | 620,689 | Trimmed |
| 20 | Wealth Forward, LLC | $19.2M | 592,207 | Added |
| 21 | HORAN Wealth, LLC | $18.7M | 577,082 | Added |
| 22 | Seven Springs Wealth Group, LLC | $18.5M | 571,702 | Added |
| 23 | Cerity Partners LLC | $17.6M | 542,589 | Added |
| 24 | Mariner, LLC | $16.7M | 513,981 | Trimmed |
| 25 | FOSTER & MOTLEY INC | $15.3M | 471,947 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31