FNDFSCHWAB STRATEGIC TR

FUNDAMENTAL INTL · CUSIP 808524755

Smart Money Ownership

Of the 6 tracked institutions holding FNDF, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +4.7pt. It's a gauge of who owns the name, not just how many.

Ken Fisher

$295.3K

+6.6pt

Gotham Asset Management, LLC

$3.9M

+2.8pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

FNDF (SCHWAB STRATEGIC TR) Institutional Ownership Summary

Among the 6 tracked institutional investors we monitor, FNDF (SCHWAB STRATEGIC TR) is held with a combined value of $81.92M across 1,554,869 shares. The largest holder is FMR LLC with a position worth $64.68M. 4 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$81.92M

Total Shares Held

1,554,869

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

AQR CAPITAL MANAGEMENT LLC+19% shares~$1.7M VANGUARD GROUP INC+36% shares~$179.8K Gotham Asset Management, LLC+2% shares~$88.1K BlackRock, Inc.+5% shares~$76.3K

Biggest Sellers

13F Institutional Holders

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FMR LLC

0.00% of book-29.1%

$64.68M

AQR CAPITAL MANAGEMENT LLC

0.00% of book+19.2%

$10.86M

Gotham Asset Management, LLC

Fisher Asset Management, LLC

0.00% of book-24.3%

$295.25K

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$64.68M	1,225,873	0.00%	-29.1%
2	AQR CAPITAL MANAGEMENT LLC	$10.86M	205,857	0.00%	+19.2%
3	Gotham Asset Management, LLC	$3.92M	74,280	0.01%	+2.3%
4	BlackRock, Inc.	$1.49M	28,212	0.00%	+5.4%
5	VANGUARD GROUP INC	$680.46K	15,051	0.00%	+35.9%
6	Fisher Asset Management, LLC	$295.25K	5,596	0.00%	-24.3%

Frequently Asked Questions

Which institutional investors own the most FNDF stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of FNDF with a position worth $64.68M, representing 0.00% of their portfolio. In total, 6 institutional investors hold FNDF with a combined value of $81.92M.

What percentage of FNDF is owned by institutional investors?

Institutional investors hold $81.92M worth of FNDF stock across 6 positions. The largest institutional holder is FMR LLC with $64.68M in holdings.

What is a 13F filing and why does it matter for FNDF?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For FNDF, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track FNDF institutional moves

Get notified when hedge funds change their FNDF positions.