Who owns Sch Fnd Us Sm Etf schwab fdt us sc?
- Ticker: FNDA
- CUSIP Number: 808524763
Tip: Access positions for across all investors
Analyze quarterly positions in Sch Fnd Us Sm Etf schwab fdt us sc with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Sch Fnd Us Sm Etf schwab fdt us sc stock
Who bought or sold Sch Fnd Us Sm Etf schwab fdt us sc this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 96M | $5.5B | 3% | Mar 2024 |
|
| SageView Advisory Group | 3.0M | $75M | 7131% | Mar 2024 |
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| Waddell & Associates | 1.2M | $70M | -1% | Mar 2024 |
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| Clarius | 1.1M | $61M | -5% | Mar 2024 |
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| Steele Capital Management | 942k | $54M | 4% | Mar 2024 |
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| Morgan Stanley | 924k | $53M | 18% | Mar 2024 |
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| Ameriprise Financial | 879k | $50M | 3% | Mar 2024 |
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| Prairiewood Capital | 605k | $35M | 11% | Mar 2024 |
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| Trilogy Capital | 601k | $34M | 100% | Mar 2024 |
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| Moller Financial Services | 528k | $30M | -1% | Mar 2024 |
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| Riverpoint Wealth Management Holdings | 518k | $30M | 0% | Mar 2024 |
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| Solitude Financial Services | 513k | $29M | 1679% | Mar 2024 |
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| UBS Group | 464k | $27M | 18% | Mar 2024 |
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| First Pacific Financial | 405k | $23M | 1% | Mar 2024 |
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| Resonant Capital Advisors | 396k | $23M | 4% | Mar 2024 |
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| Bell Investment Advisors | 371k | $21M | 0% | Mar 2024 |
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| Callan Capital | 348k | $20M | 0% | Mar 2024 |
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| JJJ Advisors | 341k | $19M | 4% | Mar 2024 |
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| Lincoln National | 314k | $18M | 2% | Mar 2024 |
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| Bank of America Corporation | 313k | $18M | 59% | Mar 2024 |
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| Kathmere Capital Management | 303k | $17M | 4% | Mar 2024 |
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| Wealth Forward | 300k | $17M | 4% | Mar 2024 |
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| Accredited Investors | 284k | $16M | 17% | Mar 2024 |
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| Gemmer Asset Management | 265k | $15M | -3% | Mar 2024 |
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| Pasadena Private Wealth | 262k | $15M | 2% | Mar 2024 |
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| Foster & Motley | 248k | $14M | 0% | Mar 2024 |
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| Hilltop Partners | 224k | $12M | 112% | Dec 2023 |
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| Ironwood Investment Counsel | 221k | $13M | 12% | Mar 2024 |
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| Thrivent Financial for Lutherans | 180k | $10M | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 180k | $10M | 163% | Mar 2024 |
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| Sailer Financial | 173k | $9.9M | 3% | Mar 2024 |
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| MAI Wealth Advisors | 169k | $9.7M | 4336% | Mar 2024 |
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| Charles Schwab Trust | 169k | $9.6M | -21% | Mar 2024 |
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| Johnson Bixby & Associates | 166k | $9.5M | 6% | Mar 2024 |
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| McAdam | 165k | $9.4M | -1% | Mar 2024 |
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| Shore Point Advisors | 165k | $9.4M | 8% | Mar 2024 |
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| Commonwealth Equity Services | 160k | $9.1M | 40% | Mar 2024 |
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| Savant Capital Management | 155k | $8.8M | -1% | Mar 2024 |
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| Arlington Financial Advisors | 153k | $8.7M | -55% | Mar 2024 |
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| LPL Financial | 151k | $8.6M | 68% | Mar 2024 |
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| Collective Family Office | 148k | $8.4M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 143k | $8.1M | 13% | Mar 2024 |
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| Sound Stewardship | 130k | $7.4M | 2% | Mar 2024 |
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| Creative Planning | 125k | $7.1M | 8% | Mar 2024 |
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| Horan Capital Advisors | 121k | $6.9M | 5% | Mar 2024 |
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| Burns Wealth Management | 118k | $6.7M | 4% | Mar 2024 |
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| HPM Partners | 114k | $6.5M | -9% | Mar 2024 |
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| Warren Averett Asset Management | 114k | $6.5M | 100% | Mar 2024 |
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| Opes Wealth Management | 112k | $6.4M | -1% | Mar 2024 |
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| Private Advisor | 109k | $6.2M | 4% | Mar 2024 |
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| Rainsberger Wealth Advisors | 109k | $6.0M | -1% | Dec 2023 |
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| Verum Partners | 103k | $5.9M | 42% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 103k | $5.9M | 95% | Mar 2024 |
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| Dechtman Wealth Management | 94k | $5.3M | -2% | Mar 2024 |
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| Forte Capital | 92k | $5.3M | 1% | Mar 2024 |
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| Raub Brock Capital Management | 91k | $5.2M | 0% | Mar 2024 |
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| Your Advocates | 84k | $4.8M | -9% | Mar 2024 |
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| Stifel Financial | 82k | $4.7M | 5% | Mar 2024 |
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| D. E. Shaw & Co | 81k | $4.6M | 100% | Mar 2024 |
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| Cabot Money Management | 80k | $4.6M | -2% | Mar 2024 |
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| Austin Wealth Management | 80k | $4.4M | -11% | Dec 2023 |
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| GSB Wealth Management | 77k | $4.4M | 14% | Mar 2024 |
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| HighTower Advisors | 74k | $4.2M | -12% | Mar 2024 |
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| Sebold Capital Management | 71k | $4.1M | 8% | Mar 2024 |
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| Roof Eidam & Maycock | 63k | $3.6M | 4% | Mar 2024 |
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| Yale Capital Corp. | 61k | $3.5M | -9% | Mar 2024 |
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| Reston Wealth Management | 55k | $3.2M | 97% | Mar 2024 |
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| Sowell Financial Services | 52k | $3.0M | 1% | Mar 2024 |
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| Orion Portfolio Solutions | 51k | $2.9M | -4% | Mar 2024 |
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| ProVise Management Group | 49k | $2.8M | -12% | Mar 2024 |
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| Addison Advisors | 48k | $2.8M | -1% | Mar 2024 |
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| Buckingham Strategic Partners | 48k | $2.7M | 34% | Mar 2024 |
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| PrairieView Partners | 48k | $2.7M | -3% | Mar 2024 |
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| Jpmorgan Chase & Co | 47k | $2.7M | 31% | Mar 2024 |
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| Mather Group | 47k | $2.6M | 0% | Mar 2024 |
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| Northland Capital Management | 47k | $2.7M | 1% | Mar 2024 |
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| Captrust Financial Advisors | 45k | $2.6M | 1% | Mar 2024 |
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| HHM Wealth Advisors | 43k | $2.5M | -51% | Mar 2024 |
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| Betterment | 40k | $2.3M | 15% | Mar 2024 |
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| Apollon Wealth Management | 40k | $2.3M | 9% | Mar 2024 |
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| Yoder Wealth Management | 39k | $2.2M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 34k | $1.9M | 131% | Mar 2024 |
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| Buckingham Asset Management | 34k | $1.9M | 9% | Mar 2024 |
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| Envestnet Asset Management | 33k | $1.9M | 31% | Mar 2024 |
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| Baird Financial | 33k | $1.8M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 32k | $1.8M | 86% | Mar 2024 |
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| Kelman-Lazarov | 32k | $1.8M | -1% | Mar 2024 |
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| Lakewood Asset Management | 30k | $1.7M | 3% | Mar 2024 |
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| Goldman Sachs Group | 29k | $1.7M | 100% | Mar 2024 |
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| Mercer Global Advisors | 29k | $1.6M | -33% | Mar 2024 |
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| Waterfront Wealth | 29k | $1.6M | -4% | Mar 2024 |
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| Cutler Investment Counsel | 29k | $1.6M | 1% | Mar 2024 |
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| Horizon Investment Services | 28k | $1.6M | 2% | Mar 2024 |
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| PFG Financial Advisors | 27k | $1.5M | 4% | Mar 2024 |
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| Asset Dedication | 27k | $1.5M | -7% | Mar 2024 |
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| Royal Bank of Canada | 26k | $1.5M | -66% | Mar 2024 |
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| FMR | 26k | $1.5M | 64% | Mar 2024 |
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| Signature Estate and Investment Advisors | 26k | $1.5M | 10% | Mar 2024 |
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| Cambridge Advisors | 25k | $1.4M | 1% | Mar 2024 |
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| Kaizen Financial Strategies | 25k | $1.4M | 3% | Mar 2024 |
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| Leavell Investment Management | 25k | $1.4M | 0% | Mar 2024 |
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| Alpha Omega Wealth Management | 25k | $1.4M | 5% | Mar 2024 |
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| Advisor Group Holdings | 24k | $1.4M | 3% | Mar 2024 |
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| True North Advisors | 24k | $1.3M | -6% | Mar 2024 |
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| Sequoia Financial Advisors | 23k | $1.3M | 3% | Mar 2024 |
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| Austin Private Wealth | 22k | $1.2M | -1% | Mar 2024 |
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| CI Private Wealth | 21k | $1.2M | 7% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 21k | $1.2M | 9% | Mar 2024 |
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| WMS Partners | 21k | $1.2M | 0% | Mar 2024 |
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| Janney Montgomery Scott | 20k | $1.2M | 100% | Mar 2024 |
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| New Millennium Group | 20k | $1.1M | 11% | Mar 2024 |
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| Main Street Financial Solutions | 20k | $1.1M | 100% | Mar 2024 |
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| Garrett Investment Advisors | 19k | $1.1M | 15% | Mar 2024 |
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| Atria Wealth Solutions | 19k | $1.1M | 100% | Mar 2024 |
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| Jane Street | 18k | $1.0M | 100% | Mar 2024 |
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| Atria Investments | 18k | $1.0M | 100% | Dec 2023 |
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| Howard Financial Services | 18k | $1.0M | 0% | Mar 2024 |
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| Brookstone Capital Management | 18k | $1.0M | -13% | Mar 2024 |
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| Journey Advisory Group | 18k | $1.0M | 3% | Mar 2024 |
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| DDD Partners | 18k | $1.0M | 8% | Mar 2024 |
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| Cedar Point Capital Partners | 18k | $971k | 100% | Dec 2023 |
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| Kestra Advisory Services | 17k | $952k | 38% | Dec 2023 |
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| Tower Research Capital | 17k | $970k | 66% | Mar 2024 |
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| Washington Trust Advisors | 16k | $933k | -7% | Mar 2024 |
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| Colony | 16k | $930k | 83% | Mar 2024 |
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| Ohe Financial | 16k | $923k | 10% | Mar 2024 |
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| Axxcess Wealth Management | 16k | $891k | -28% | Dec 2023 |
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| Red Mountain Financial | 16k | $890k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 15k | $877k | 123% | Mar 2024 |
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| Thoroughbred Financial Services | 15k | $855k | -6% | Mar 2024 |
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| Townsend Asset Management Corp | 15k | $844k | -2% | Mar 2024 |
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| Farther Finance Advisors | 14k | $809k | -1% | Mar 2024 |
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| CVA Family Office | 14k | $790k | -12% | Dec 2023 |
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| RFG Advisory | 14k | $803k | -2% | Mar 2024 |
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| Dorsey & Whitney Trust Company | 14k | $783k | 0% | Mar 2024 |
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| LBMC Investment Advisors | 13k | $760k | 0% | Mar 2024 |
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| Nalls Sherbakoff Group | 13k | $710k | 0% | Dec 2023 |
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| Jackson Creek Investment Advisors | 12k | $706k | 1% | Mar 2024 |
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| Northern Trust | 12k | $685k | 74% | Mar 2024 |
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| Aspire Wealth Management Corp | 12k | $676k | 7% | Mar 2024 |
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| IFP Advisors | 12k | $641k | 20% | Dec 2023 |
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| Focus Financial Network | 12k | $640k | 100% | Dec 2023 |
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| Tandem Capital Management Corp | 11k | $640k | 0% | Mar 2024 |
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| AdvisorNet Financial | 11k | $636k | 1% | Mar 2024 |
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| EP Wealth Advisors | 11k | $615k | -5% | Dec 2023 |
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| GW & Wade | 11k | $614k | 115% | Dec 2023 |
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| Beacon Pointe Advisors | 11k | $613k | 67% | Dec 2023 |
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| Foundations Investment Advisors | 11k | $631k | 100% | Mar 2024 |
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| Clarity Capital Advisors | 11k | $606k | 0% | Mar 2024 |
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| Silver Oak Securities | 9.0k | $515k | -22% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 8.1k | $462k | -34% | Mar 2024 |
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| Pennsylvania Capital Management | 7.0k | $402k | -41% | Mar 2024 |
|
| Redhawk Wealth Advisors | 5.1k | $289k | -78% | Mar 2024 |
|
Who sold out of Sch Fnd Us Sm Etf schwab fdt us sc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Investments | Dec 2023 | 66k | $3.7M |
| National Asset Management | Dec 2023 | 57k | $3.1M |
| AE Wealth Management | Dec 2023 | 25k | $1.4M |