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Who Owns SCHWAB STRATEGIC TR (FNDF)? -- Institutional Holders (2026-03-31)

849 institutions reported holding $15.18B of SCHWAB STRATEGIC TR (FNDF) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($7.00B), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($707.7M), REGIONS FINANCIAL CORP ($452.4M), BANK OF AMERICA CORP /DE/ ($407.6M), MORGAN STANLEY ($336.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC$7.00B143.0MTrimmed
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$707.7M14.6MTrimmed
3REGIONS FINANCIAL CORP$452.4M9.2MAdded
4BANK OF AMERICA CORP /DE/$407.6M8.3MAdded
5MORGAN STANLEY$336.6M6.9MTrimmed
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$299.5M6.1MAdded
7WELLS FARGO & COMPANY/MN$289.6M5.9MTrimmed
8CAPTRUST FINANCIAL ADVISORS$197.8M4.0MAdded
9Auto-Owners Insurance Co$174.7M3.6MHold
10AMERIPRISE FINANCIAL INC$152.5M3.1MAdded
11Mountain Capital Investment Advisors Inc.$148.2M2.9MAdded
12VICTORY CAPITAL MANAGEMENT INC$142.6M2.9MTrimmed
13Boulay Financial Advisors, LLC$133.3M2.7MAdded
14LPL Financial LLC$130.9M2.7MAdded
15ENVESTNET ASSET MANAGEMENT INC$126.4M2.6MAdded
16FOSTER & MOTLEY INC$119.5M2.4MTrimmed
17Corient Private Wealth LLC$102.6M2.1MAdded
18FMR LLC$84.6M1.7MTrimmed
19Cetera Investment Advisers$80.4M1.6MAdded
20UBS Group AG$77.5M1.6MAdded
21StoneX Group Inc.$73.9M1.5MAdded
22AlphaCore Capital LLC$73.0M1.5MTrimmed
23HighTower Advisors, LLC$67.6M1.4MAdded
24CVA Family Office, LLC$66.1M1.4MAdded
25Strata Wealth Advisors, LLC$57.8M1.2MTrimmed

Source: SEC Form 13F filings · as of 2026-03-31