# SCHWAB STRATEGIC TR (FNDB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FNDB/

- Reporting holders: 6
- Reported value: $9.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $7.5M | 244,801 | 2.9% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.2M | 38,619 | 0.0% | 11 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $617.4K | 20,170 | 0.2% | 15 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $254.1K | 8,150 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $43.3K | 1,416 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $14.2K | 465 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $9.6M |
| Q2 2026 | 173 | $418.7M |
| Q1 2026 | 171 | $334.6M |
| Q4 2025 | 161 | $312.3M |
| Q3 2025 | 158 | $320.3M |
| Q2 2025 | 157 | $289.5M |
| Q1 2025 | 157 | $282.6M |
| Q4 2024 | 146 | $284.2M |
| Q3 2024 | 139 | $280.5M |
| Q2 2024 | 135 | $282.9M |
| Q1 2024 | 134 | $297.4M |
| Q4 2023 | 127 | $222.4M |