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 | 94M | $5.2B | 1% | Dec 2023 |
|
| Clarius | 1.1M | $61M | -5% | Mar 2024 |
|
| Steele Capital Management | 910k | $50M | 100% | Dec 2023 |
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| Prairiewood Capital | 543k | $30M | 19% | Dec 2023 |
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| Moller Financial Services | 528k | $30M | -1% | Mar 2024 |
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| Riverpoint Wealth Management Holdings | 516k | $29M | 3% | Dec 2023 |
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| First Pacific Financial | 402k | $22M | -2% | Dec 2023 |
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| UBS Group | 392k | $22M | 4% | Dec 2023 |
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| Resonant Capital Advisors | 380k | $21M | -6% | Dec 2023 |
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| Bell Investment Advisors | 370k | $21M | 9% | Dec 2023 |
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| Callan Capital | 348k | $19M | 7% | Dec 2023 |
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| JJJ Advisors | 341k | $19M | 4% | Mar 2024 |
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| Arlington Financial Advisors | 338k | $19M | -7% | Dec 2023 |
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| Lincoln National | 308k | $0 | -1% | Dec 2023 |
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| Kathmere Capital Management | 303k | $17M | 4% | Mar 2024 |
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| Wealth Forward | 289k | $16M | 100% | Dec 2023 |
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| Gemmer Asset Management | 274k | $15M | -27% | Dec 2023 |
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| Pasadena Private Wealth | 262k | $15M | 2% | Mar 2024 |
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| Foster & Motley | 248k | $14M | 1% | Dec 2023 |
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| Accredited Investors | 243k | $13M | 20% | Dec 2023 |
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| Hilltop Partners | 224k | $12M | 112% | Dec 2023 |
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| Ironwood Investment Counsel | 197k | $11M | 67% | Dec 2023 |
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| Bank of America Corporation | 196k | $11M | 18% | Dec 2023 |
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| Charles Schwab Trust | 169k | $9.6M | -21% | Mar 2024 |
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| Sailer Financial | 168k | $9.3M | 33% | Dec 2023 |
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| McAdam | 168k | $9.3M | -2% | Dec 2023 |
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| Savant Capital Management | 158k | $8.7M | 2% | Dec 2023 |
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| Johnson Bixby & Associates | 157k | $8.7M | 3% | Dec 2023 |
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| Shore Point Advisors | 152k | $8.4M | 4% | Dec 2023 |
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| Collective Family Office | 148k | $8.4M | 0% | Mar 2024 |
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| Sound Stewardship | 128k | $7.1M | 6% | Dec 2023 |
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| Mariner Wealth Advisors | 126k | $7.0M | 3% | Dec 2023 |
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| HPM Partners | 126k | $7.0M | 1182% | Dec 2023 |
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| Horan Capital Advisors | 115k | $6.4M | 11% | Dec 2023 |
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| Creative Planning | 115k | $6.4M | 7% | Dec 2023 |
|
| Commonwealth Equity Services | 115k | $6.3M | 266% | Dec 2023 |
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| Opes Wealth Management | 113k | $6.2M | -2% | Dec 2023 |
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| Rainsberger Wealth Advisors | 109k | $6.0M | -1% | Dec 2023 |
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| Private Advisor | 105k | $5.8M | 8% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 103k | $5.9M | 95% | Mar 2024 |
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| Dechtman Wealth Management | 95k | $5.3M | 238% | Dec 2023 |
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| Your Advocates | 92k | $5.1M | -6% | Dec 2023 |
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| Forte Capital | 92k | $5.1M | 100% | Dec 2023 |
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| Raub Brock Capital Management | 91k | $5.0M | 100% | Dec 2023 |
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| HighTower Advisors | 84k | $4.7M | -1% | Dec 2023 |
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| Cabot Money Management | 82k | $4.5M | -2% | Dec 2023 |
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| Austin Wealth Management | 80k | $4.4M | -11% | Dec 2023 |
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| Stifel Financial | 78k | $4.3M | 15% | Dec 2023 |
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| Royal Bank of Canada | 77k | $4.2M | 22% | Dec 2023 |
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| Verum Partners | 73k | $4.0M | 38% | Dec 2023 |
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| Sebold Capital Management | 71k | $4.1M | 8% | Mar 2024 |
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| Two Sigma Investments | 66k | $3.7M | 98% | Dec 2023 |
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| Roof Eidam & Maycock | 60k | $3.3M | 4% | Dec 2023 |
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| National Asset Management | 57k | $3.1M | 100% | Dec 2023 |
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| ProVise Management Group | 55k | $3.0M | -7% | Dec 2023 |
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| Orion Portfolio Solutions | 53k | $2.9M | -54% | Dec 2023 |
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| Sowell Financial Services | 52k | $2.9M | 100% | Dec 2023 |
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| PrairieView Partners | 49k | $2.7M | -1% | Dec 2023 |
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| Addison Advisors | 49k | $2.7M | 1% | Dec 2023 |
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| Mather Group | 47k | $2.6M | 0% | Mar 2024 |
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| Northland Capital Management | 46k | $2.6M | 1% | Dec 2023 |
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| Captrust Financial Advisors | 45k | $2.5M | -7% | Dec 2023 |
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| Mercer Global Advisors | 43k | $2.4M | 116% | Dec 2023 |
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| SageView Advisory Group | 41k | $2.2M | -62% | Dec 2023 |
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| Yoder Wealth Management | 39k | $2.1M | 0% | Dec 2023 |
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| Apollon Wealth Management | 36k | $2.0M | 19% | Dec 2023 |
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| Jpmorgan Chase & Co | 36k | $2.0M | 73% | Dec 2023 |
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| Buckingham Strategic Partners | 36k | $2.0M | 16% | Dec 2023 |
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| Betterment | 35k | $1.9M | 31% | Dec 2023 |
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| Baird Financial | 33k | $1.8M | 2% | Dec 2023 |
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| Kelman-Lazarov | 32k | $1.8M | 8% | Dec 2023 |
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| Buckingham Asset Management | 31k | $1.7M | -2% | Dec 2023 |
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| Waterfront Wealth | 30k | $1.7M | 1% | Dec 2023 |
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| Lakewood Asset Management | 29k | $1.6M | 11% | Dec 2023 |
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| Solitude Financial Services | 29k | $1.6M | -1% | Dec 2023 |
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| Cutler Investment Counsel | 29k | $1.6M | 5% | Dec 2023 |
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| Reston Wealth Management | 28k | $1.6M | -19% | Dec 2023 |
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| Horizon Investment Services | 28k | $1.5M | 100% | Dec 2023 |
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| Asset Dedication | 27k | $1.5M | -7% | Mar 2024 |
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| PFG Financial Advisors | 26k | $1.4M | 60% | Dec 2023 |
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| AE Wealth Management | 25k | $1.4M | 343% | Dec 2023 |
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| Leavell Investment Management | 25k | $1.4M | -1% | Dec 2023 |
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| Cambridge Advisors | 25k | $1.4M | 1% | Mar 2024 |
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| Kaizen Financial Strategies | 25k | $1.4M | -3% | Dec 2023 |
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| True North Advisors | 24k | $1.3M | -6% | Mar 2024 |
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| Alpha Omega Wealth Management | 24k | $1.3M | 2% | Dec 2023 |
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| Signature Estate and Investment Advisors | 24k | $1.3M | 2% | Dec 2023 |
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| Advisor Group Holdings | 23k | $1.3M | -31% | Dec 2023 |
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| Redhawk Wealth Advisors | 23k | $1.3M | 100% | Dec 2023 |
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| Sequoia Financial Advisors | 22k | $1.2M | 14% | Dec 2023 |
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| Austin Private Wealth | 22k | $1.2M | -1% | Mar 2024 |
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| WMS Partners | 21k | $1.2M | 218% | Dec 2023 |
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| CI Private Wealth | 20k | $1.1M | 6% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 19k | $1.1M | -7% | Dec 2023 |
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| Garrett Investment Advisors | 19k | $1.1M | 15% | 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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| New Millennium Group | 18k | $988k | 100% | Dec 2023 |
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| Washington Trust Advisors | 18k | $977k | -4% | Dec 2023 |
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| Cedar Point Capital Partners | 18k | $971k | 100% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 17k | $963k | -11% | Dec 2023 |
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| Journey Advisory Group | 17k | $957k | 100% | Dec 2023 |
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| Kestra Advisory Services | 17k | $952k | 38% | Dec 2023 |
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| DDD Partners | 16k | $904k | 7% | Dec 2023 |
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| Axxcess Wealth Management | 16k | $891k | -28% | Dec 2023 |
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| Red Mountain Financial | 16k | $890k | 100% | Dec 2023 |
|
| Thoroughbred Financial Services | 16k | $883k | 2% | Dec 2023 |
|
| Townsend Asset Management Corp | 15k | $836k | -2% | Dec 2023 |
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| Cambridge Investment Research Advisors | 15k | $814k | -18% | Dec 2023 |
|
| Farther Finance Advisors | 15k | $801k | -19% | Dec 2023 |
|
| CVA Family Office | 14k | $790k | -12% | Dec 2023 |
|
| RFG Advisory | 14k | $803k | -2% | Mar 2024 |
|
| Dorsey & Whitney Trust Company | 14k | $760k | 20% | Dec 2023 |
|
| LBMC Investment Advisors | 13k | $760k | 0% | Mar 2024 |
|
| Nalls Sherbakoff Group | 13k | $710k | 0% | Dec 2023 |
|
| Jackson Creek Investment Advisors | 12k | $676k | 0% | Dec 2023 |
|
| Pennsylvania Capital Management | 12k | $662k | 27% | Dec 2023 |
|
| Silver Oak Securities | 12k | $643k | 74% | Dec 2023 |
|
| IFP Advisors | 12k | $641k | 20% | Dec 2023 |
|
| Focus Financial Network | 12k | $640k | 100% | Dec 2023 |
|
| Tandem Capital Management Corp | 11k | $621k | 0% | Dec 2023 |
|
| AdvisorNet Financial | 11k | $636k | 1% | Mar 2024 |
|
| Aspire Wealth Management Corp | 11k | $616k | 0% | Dec 2023 |
|
| EP Wealth Advisors | 11k | $615k | -5% | Dec 2023 |
|
| GW & Wade | 11k | $614k | 115% | Dec 2023 |
|
| Beacon Pointe Advisors | 11k | $613k | 67% | Dec 2023 |
|
| Clarity Capital Advisors | 11k | $587k | 100% | Dec 2023 |
|
| Clay Northam Wealth Management | 10k | $567k | 0% | Dec 2023 |
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| Horan Securities | 10k | $565k | 0% | Dec 2023 |
|
| RHS Financial | 10k | $558k | 5% | Dec 2023 |
|
| Paragon Capital Management | 9.4k | $535k | 100% | Mar 2024 |
|
| OneAscent Wealth Management | 9.4k | $535k | 17% | Mar 2024 |
|
| Continuum Advisory | 9.2k | $509k | -4% | Dec 2023 |
|
| Werba Rubin Papier Wealth Management | 9.1k | $503k | 0% | Dec 2023 |
|
| Wade Financial Advisory | 9.0k | $501k | 0% | Dec 2023 |
|
| Colony | 8.9k | $493k | 100% | Dec 2023 |
|
| Opus Capital Group | 8.7k | $480k | 0% | Dec 2023 |
|
| Capital Investment Advisory Services | 8.7k | $479k | -10% | Dec 2023 |
|
| Toron Capital Markets | 8.6k | $475k | 0% | Dec 2023 |
|
| Guardian Financial Partners | 8.5k | $470k | 32% | Dec 2023 |
|
| Mutual Advisors | 8.4k | $466k | -10% | Dec 2023 |
|
| Dynamic Advisors Solutions | 8.3k | $475k | 34% | Mar 2024 |
|
| Financial Synergies Wealth Advisors | 8.1k | $462k | -34% | Mar 2024 |
|
| Larson Financial Group | 8.1k | $447k | 344% | Dec 2023 |
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| Hartland & Co | 8.1k | $446k | 14039% | Dec 2023 |
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| Modera Wealth Management | 7.5k | $418k | 40% | Dec 2023 |
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| Red Door Wealth Management | 7.5k | $413k | 0% | Dec 2023 |
|
| Custom Index Systems | 7.4k | $409k | 100% | Dec 2023 |
|
| AlTi Global | 7.4k | $407k | 100% | Dec 2023 |
|
| Emfo | 7.0k | $386k | -20% | Dec 2023 |
|
| H D Vest Advisory Services | 6.9k | $382k | -52% | Dec 2023 |
|
| Raymond James & Associates | 6.7k | $369k | -39% | Dec 2023 |
|
| ValMark Advisers | 6.6k | $364k | -49% | Dec 2023 |
|
Who sold out of Sch Fnd Us Sm Etf schwab fdt us sc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 20k | $987k |
| Fisher Investments | Sep 2023 | 13k | $636k |