FNDX

SCHWAB STRATEGIC TR

$31.33 -0.32%

13 New Institutional Positions

Vol

Inst. Holders50 funds

Inst. Value$13.6B

Inst. Activity13 buys / 1 sells

SEC Reports1

Prev Close $31.43

Recent Activity

Feb 28, 2026 SEC

Three major passive institutions — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their holdings in F

INST-CLUSTER — Impact 5/10

Inst.

CAPTRUST FINANCIAL ADVISORS — ADD

27,495,487 shares ($765.7M)

Inst.

ENVESTNET ASSET MANAGEMENT INC — ADD

6,622,443 shares ($184.4M)

Jun 16, 2026 short_volume

Short Volume: FNDX — 58.2% short (0.6M / 1.1M)

Short: 618,882 | Exempt: 741 | TRF Vol: 1,063,038 | Short Ratio: 58.2% | Off-exchange volume (dark p

Latest Reports

NEUTRAL INST-CLUSTER 5/10

Three major passive institutions — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their holdings in F

Feb 28, 2026

Top Institutional Holders

Fund	Value	Move
CHARLES SCHWAB INVESTMENT MANAGEMENT	$11.7B	—
CAPTRUST FINANCIAL ADVISORS	$765.7M	ADD
AMERIPRISE FINANCIAL INC	$227.4M	ADD
ENVESTNET ASSET MANAGEMENT INC	$184.4M	ADD
MORGAN STANLEY	$151.4M	—

50 institutional holders with $13.6B total value (487,220,013 shares) as of 2026-Q1. Top holders: CHARLES, CAPTRUST, AMERIPRISE. Net buying activity: 13 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	419,422,622	$11.7B	86.1%	—
2	CAPTRUST FINANCIAL ADVISORS	27,495,487	$765.7M	5.6%	ADD +28.5%
3	AMERIPRISE FINANCIAL INC	8,164,384	$227.4M	1.7%	ADD +31.9%
4	ENVESTNET ASSET MANAGEMENT INC	6,622,443	$184.4M	1.4%	ADD +28.5%
5	MORGAN STANLEY	5,436,335	$151.4M	1.1%	—
6	BANK OF AMERICA CORP /DE/	3,144,222	$87.6M	0.6%	—
7	Clark Capital Management Group, Inc.	2,494,669	$69.5M	0.5%	DOUBLED +127.3%
8	HighTower Advisors, LLC	2,024,776	$56.4M	0.4%	—
9	Mariner, LLC	1,256,720	$35.0M	0.3%	—
10	COMMONWEALTH EQUITY SERVICES, LLC	1,205,610	$33.6M	0.2%	TRIM -36.0%
11	Haverford Trust Co	900,180	$25.1M	0.2%	—
12	Merit Financial Group, LLC	750,213	$20.9M	0.2%	DOUBLED +150.5%
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	742,041	$20.7M	0.2%	—
14	ROYAL BANK OF CANADA	693,270	$19.3M	0.1%	—
15	RAYMOND JAMES FINANCIAL INC	688,232	$19.2M	0.1%	—
16	Cerity Partners LLC	649,070	$18.1M	0.1%	—
17	Gotham Asset Management, LLC	585,044	$16.3M	0.1%	ADD +30.0%
18	EP Wealth Advisors, LLC	538,839	$15.0M	0.1%	DOUBLED +664.5%
19	FMR LLC	516,215	$14.4M	0.1%	—
20	JONES FINANCIAL COMPANIES LLLP	448,705	$12.3M	0.1%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
CAPTRUST FINANCIAL ADVISORS	ADD	21,393,347	27,495,487	+28.5%	$765.7M	2026-Q1
ENVESTNET ASSET MANAGEMENT INC	ADD	5,154,200	6,622,443	+28.5%	$184.4M	2026-Q1
TUDOR INVESTMENT CORP ET AL	NEW	—	381,483	—	$10.6M	2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	TRIM	556,683	302,089	-45.7%	$8.5M	2026-Q1
Beacon Pointe Advisors, LLC	ADD	116,862	159,284	+36.3%	$4.4M	2026-Q1
&PARTNERS	ADD	114,775	157,807	+37.5%	$4.4M	2026-Q1
BlackRock, Inc.	ADD	105,536	140,123	+32.8%	$3.9M	2026-Q1
STIFEL FINANCIAL CORP	ADD	59,144	93,876	+58.7%	$2.6M	2026-Q1
Independent Advisor Alliance	DOUBLED	16,678	43,391	+160.2%	$1.2M	2026-Q1
HB Wealth Management, LLC	ADD	25,010	41,338	+65.3%	$1.2M	2026-Q1
SEI INVESTMENTS CO	DOUBLED	11,686	31,527	+169.8%	$878.0K	2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	DOUBLED	11,229	30,352	+170.3%	$845.3K	2026-Q1
D.A. DAVIDSON & CO.	DOUBLED	9,442	25,449	+169.5%	$708.8K	2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.	ADD	17,687	24,940	+41.0%	$694.6K	2026-Q1
CAPTRUST FINANCIAL ADVISORS	ADD	17,023,084	21,393,347	+25.7%	$582.1M	2025-Q4
COMMONWEALTH EQUITY SERVICES, LLC	TRIM	1,898,469	1,214,822	-36.0%	$33.1M	2025-Q4
Merit Financial Group, LLC	DOUBLED	347,359	870,013	+150.5%	$23.7M	2025-Q4
BLAIR WILLIAM & CO/IL	DOUBLED	74,293	171,515	+130.9%	$4.7M	2025-Q4
VANGUARD GROUP INC	ADD	51,624	65,507	+26.9%	$1.8M	2025-Q4
Rockefeller Capital Management L.P.	ADD	19,150	28,795	+50.4%	$783.5K	2025-Q4
Empower Advisory Group, LLC	TRIM	47,648	20,959	-56.0%	$570.3K	2025-Q4
Vident Advisory, LLC	ADD	7,697	14,243	+85.0%	$387.6K	2025-Q4
FIFTH THIRD BANCORP	DOUBLED	1,692	10,303	+508.9%	$280.3K	2025-Q4
CWM, LLC	ADD	34,870	50,637	+45.2%	$1.4K	2025-Q4
Corient Private Wealth LLC	TRIM	1,819,924	901,980	-50.4%	$23.7M	2025-Q3

∅

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.

NEUTRAL INST-CLUSTER 5/10

Three major passive institutions — Morgan Stanley, Wells Fargo, and Schwab — significantly increased

Feb 28, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

∅

No analyst rating data available yet. Consensus ratings and individual firm actions are collected periodically from financial data providers.

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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 16, 2026

short_volume

Short Volume: FNDX — 58.2% short (0.6M / 1.1M)

Short: 618,882 | Exempt: 741 | TRF Vol: 1,063,038 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)

Jun 15, 2026

short_volume

Short Volume: FNDX — 58.4% short (0.8M / 1.4M)

Short: 830,012 | Exempt: 3,494 | TRF Vol: 1,421,711 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)

Jun 11, 2026

short_volume

Short Volume: FNDX — 60.7% short (1.0M / 1.6M)

Short: 986,713 | Exempt: 1,108 | TRF Vol: 1,624,401 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)

Jun 9, 2026

short_volume

Short Volume: FNDX — 72.4% short (1.5M / 2.1M)

Short: 1,517,989 | Exempt: 3,244 | TRF Vol: 2,098,084 | Short Ratio: 72.4% | Off-exchange volume (dark pool + OTC)

Jun 8, 2026

short_volume

Short Volume: FNDX — 68.0% short (1.3M / 1.9M)

Short: 1,296,269 | Exempt: 852 | TRF Vol: 1,907,360 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)

Jun 4, 2026

short_volume

Short Volume: FNDX — 68.7% short (0.8M / 1.2M)

Short: 796,825 | Exempt: 256 | TRF Vol: 1,159,063 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)

Jun 2, 2026

short_volume

Short Volume: FNDX — 68.9% short (1.3M / 1.9M)

Short: 1,304,582 | Exempt: 708 | TRF Vol: 1,894,661 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)

Jun 1, 2026

short_volume

Short Volume: FNDX — 57.4% short (1.3M / 2.3M)

Short: 1,309,797 | Exempt: 504 | TRF Vol: 2,280,671 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)

May 29, 2026

short_volume

Short Volume: FNDX — 63.4% short (0.8M / 1.3M)

Short: 823,604 | Exempt: 0 | TRF Vol: 1,300,054 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)

May 27, 2026

short_volume

Short Volume: FNDX — 69.2% short (1.0M / 1.5M)

Short: 1,036,106 | Exempt: 100 | TRF Vol: 1,498,102 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)

May 26, 2026

short_volume

Short Volume: FNDX — 74.5% short (1.9M / 2.5M)

Short: 1,898,466 | Exempt: 0 | TRF Vol: 2,548,538 | Short Ratio: 74.5% | Off-exchange volume (dark pool + OTC)

May 25, 2026

dark_pool

Dark Pool: FNDX — 1.5M shares, 2,083 trades

Week starting 2026-05-25. Total ATS volume: 1,548,229 shares across 2,083 trades.

May 22, 2026

short_volume

Short Volume: FNDX — 56.9% short (0.9M / 1.6M)

Short: 923,566 | Exempt: 0 | TRF Vol: 1,623,504 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)

May 21, 2026

short_volume

Short Volume: FNDX — 57.5% short (1.1M / 1.9M)

Short: 1,091,081 | Exempt: 140 | TRF Vol: 1,896,799 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)

May 20, 2026

short_volume

Short Volume: FNDX — 61.0% short (1.0M / 1.6M)

Short: 984,380 | Exempt: 345 | TRF Vol: 1,613,179 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)