SCHWAB STRATEGIC TR (FNDX): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in FNDX. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders

13F filers

Aggregate Value

$107.9M

Across holders

Last Price

$32.56

2026-08-24

Sector

—

GICS

Quarterly fund activity6 increased1 reduced2 exited

Institutional Holders of FNDX

↗

8 holders

Manager⇅	Type⇅	Shares⇅	Market Value▼	% of Total⇅	% of Portfolio⇅	Action⇅	QoQ Change⇅	Quarter⇅
Qube Research & Technologies Ltd CIK 0001729829	Hedge Fund	866K	$26.9M	25.0%	0.0%	Added	+$17.1M	Q2 2026
TUDOR INVESTMENT CORP ET AL CIK 0000923093	Hedge Fund	778K	$24.2M	22.4%	0.0%	Added	+$12.3M	Q2 2026
Gotham Asset Management, LLC CIK 0001510387	Hedge Fund	690K	$21.5M	19.9%	0.0%	Added	+$3.3M	Q2 2026
AQR CAPITAL MANAGEMENT LLC CIK 0001167557	Hedge Fund	560K	$17.4M	16.1%	0.0%	Added	+$1.9M	Q2 2026
TWO SIGMA INVESTMENTS, LP CIK 0001179392	Hedge Fund	526K	$16.3M	15.1%	0.0%	Added	—	Q2 2026
Rockefeller Capital Management L.P. CIK 0001739439	Hedge Fund	24K	$743K	0.7%	0.0%	Reduced	$-20K	Q2 2026
Fisher Asset Management, LLC CIK 0000850529	Institutional Manager	15K	$465K	0.4%	0.0%	Added	—	Q2 2026
Ancora Advisors, LLC CIK 0001446114	Hedge Fund	10K	$316K	0.3%	0.0%	Unchanged	+$0	Q2 2026

$26.9M· 25.0% of total· 0.0% port· 866K sh· +$17.1M QoQ· Q2 2026

$24.2M· 22.4% of total· 0.0% port· 778K sh· +$12.3M QoQ· Q2 2026

$21.5M· 19.9% of total· 0.0% port· 690K sh· +$3.3M QoQ· Q2 2026

$17.4M· 16.1% of total· 0.0% port· 560K sh· +$1.9M QoQ· Q2 2026

$16.3M· 15.1% of total· 0.0% port· 526K sh· — QoQ· Q2 2026

$743K· 0.7% of total· 0.0% port· 24K sh· $-20K QoQ· Q2 2026

$465K· 0.4% of total· 0.0% port· 15K sh· — QoQ· Q2 2026

$316K· 0.3% of total· 0.0% port· 10K sh· +$0 QoQ· Q2 2026

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