SCHWAB STRATEGIC TRUST - FNDA

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$7.418B
QoQ value delta ($000)
+$317.8M (+4.48%)
Implied price effect (QoQ)
+2.92%
Shares
Total shares
228,859,866
QoQ shares delta
+3,406,405 (+1.51%)
Total shares held by funds (by quarter)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 464 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,812,811 179,241,792 0.89%
Clearstead Advisors, LLC 121,382 3,742,921 1.11%
WADDELL & ASSOCIATES, LLC 93,628 2,887,094 5.28%
Steele Capital Management, Inc. 68,352 2,107,699 2.83%
Prairiewood Capital, LLC 66,604 2,053,795 19.26%
Clarius Group, LLC 59,545 1,889,725 3.4%
UBS Group AG 47,940 1,478,275 0.01%
VANTAGEPOINT INVESTMENT ADVISERS LLC 46,842 1,444,411 0.4%
MOLLER WEALTH PARTNERS 41,057 1,266,030 8.11%
Riverpoint Wealth Management Holdings, LLC 37,546 1,157,772 7.99%
MORGAN STANLEY 36,632 1,129,600 0.0%
Solitude Financial Services 35,572 1,029,893 10.52%
Ironwood Investment Counsel, LLC 30,495 940,337 4.39%
AMERIPRISE FINANCIAL INC 30,270 918,127 0.01%
BANK OF AMERICA CORP /DE/ 29,189 900,070 0.0%
First Pacific Financial 28,537 879,957 3.67%
AlphaCore Capital LLC 26,541 818,424 0.63%
Resonant Capital Advisors, LLC 25,027 771,733 1.31%
Gemmer Asset Management LLC 20,979 646,904 1.66%
Trilogy Capital Inc. 20,128 620,689 0.89%
Wealth Forward, LLC 19,205 592,207 10.84%
HORAN Wealth, LLC 18,680 577,082 1.78%
Seven Springs Wealth Group, LLC 18,540 571,702 4.29%
Cerity Partners LLC 17,596 542,589 0.02%
Mariner, LLC 16,668 513,981 0.02%