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Who holds FNDX

SCHWAB STRATEGIC TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
CHARLES SCHWAB INVESTMENT MANAGEMENT INC375.0M$11.7B1.6%
CAPTRUST FINANCIAL ADVISORS28.8M$897.1M1.4%
KEYBANK NATIONAL ASSOCIATION/OH15.3M$474.9M1.6%
McAdam, LLC10.9M$340.0M13.1%
Boulay Financial Advisors, LLC9.7M$303.0M28.1%
AMERIPRISE FINANCIAL INC8.5M$265.5M0.1%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC7.5M$232.4M4.2%
ENVESTNET ASSET MANAGEMENT INC7.0M$218.9M0.1%
Steele Capital Management, Inc.6.4M$199.8M7.4%
LPL Financial LLC6.3M$194.7M0.0%
MORGAN STANLEY5.9M$183.8M0.0%
Glassman Wealth Services4.6M$143.3M17.2%
Cetera Investment Advisers4.1M$128.0M0.1%
Charles Schwab Trust Co3.6M$112.2M6.3%
Northwest Bancshares, Inc.3.4M$107.1M19.3%
BANK OF AMERICA CORP /DE/3.4M$105.3M0.0%
Bank of New York Mellon Corp3.2M$99.4M0.0%
AlphaCore Capital LLC2.9M$90.9M1.7%
QUADRANT CAPITAL GROUP LLC2.7M$84.2M2.3%
Gemmer Asset Management LLC2.7M$83.6M5.6%
Clark Capital Management Group, Inc.2.7M$83.5M0.5%
RESTON WEALTH MANAGEMENT LLC2.4M$73.6M19.8%
BlueStem Wealth Partners, LLC2.4M$73.4M7.3%
Kelman-Lazarov, Inc.2.4M$73.1M9.6%
Cambridge Investment Research Advisors, Inc.2.3M$70.9M0.2%
Bell Investment Advisors, Inc2.2M$68.5M10.1%
Creative Planning2.2M$67.8M0.0%
Lee Financial Co2.2M$67.7M8.6%
True North Advisors, LLC2.1M$66.6M6.4%
UBS Group AG2.1M$64.2M0.0%
OSAIC HOLDINGS, INC.2.0M$63.6M0.1%
Prairiewood Capital, LLC2.0M$61.4M15.9%
DAVENPORT & Co LLC2.0M$60.9M0.3%
Ashford Advisors, LLC1.8M$56.9M11.7%
Eagle Strategies LLC1.8M$56.4M5.6%
Cornerstone Planning Group LLC1.7M$55.1M6.9%
Tanglewood Wealth Management, Inc.1.7M$53.5M4.5%
Koesten, Hirschmann & Crabtree, INC.1.7M$52.7M21.9%
KAVAR CAPITAL PARTNERS GROUP, LLC1.7M$51.3M6.3%
Leonard Rickey Investment Advisors P.L.L.C.1.5M$47.6M7.5%
Focus Partners Wealth1.5M$45.6M0.0%
Resonant Capital Advisors, LLC1.4M$44.3M2.1%
Urban Financial Advisory Corp1.2M$37.6M10.4%
COMMONWEALTH EQUITY SERVICES, LLC1.2M$35.8M0.0%
Belpointe Asset Management LLC1.1M$35.7M1.2%
Fortis Capital Advisors, LLC1.1M$35.7M4.0%
PTM WEALTH MANAGEMENT, LLC1.1M$35.0M15.8%
GREAT VALLEY ADVISOR GROUP, INC.1.1M$34.8M0.6%
Wealthspire Retirement, LLC1.1M$34.5M1.9%
Mariner, LLC1.1M$34.0M0.0%
RAYMOND JAMES FINANCIAL INC1.1M$33.0M0.0%
Planned Solutions, Inc.1.0M$32.2M9.2%
Richardson Capital Management LLC1.0M$32.1M13.7%
EP Wealth Advisors, LLC1.0M$31.4M0.1%
ALLEN WEALTH MANAGEMENT, LLC1.0M$31.3M15.2%
Berman McAleer LLC985.8K$30.7M3.5%
Certified Advisory Corp979.8K$30.5M2.5%
ROYAL BANK OF CANADA960.7K$29.9M0.0%
MOLLER WEALTH PARTNERS958.7K$29.8M5.4%
Financial Strategies Group, Inc.942.6K$29.8M4.7%
Top Fund Holdings
13F
Top Fund Holdings

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