# SCHWAB STRATEGIC TR (FNDX) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 808524771
Page URL: https://superinvestorclub.com/stock/FNDX
Last updated: 2026-08-29T13:45:26.666Z

## Summary

As of the most recent 13F filing period, SCHWAB STRATEGIC TR (FNDX) is held by 1 tracked superinvestors with an aggregate position value of $200,595 representing 06450 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 6450 | $200,595 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2025-09-30: 1 holders, $296,454 aggregate, 011272 shares
- 2025-12-31: 1 holders, $306,712 aggregate, 011272 shares
- 2026-06-30: 1 holders, $200,595 aggregate, 06450 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "SCHWAB STRATEGIC TR (FNDX) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/FNDX), aggregating SEC 13F, Form 4, and congressional disclosures."