Who owns Sch Fnd Us Lg Etf schwb fdt us lg?
- Ticker: FNDX
- CUSIP Number: 808524771
Tip: Access positions for across all investors
Analyze quarterly positions in Sch Fnd Us Lg Etf schwb fdt us lg with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Sch Fnd Us Lg Etf schwb fdt us lg stock
Who bought or sold Sch Fnd Us Lg Etf schwb fdt us lg this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 126M | $7.8B | 1% | Dec 2023 |
|
| Captrust Financial Advisors | 2.8M | $174M | 278% | Dec 2023 |
|
| Signature Estate and Investment Advisors | 2.7M | $168M | 3% | Dec 2023 |
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| McAdam | 2.6M | $174M | 6% | Mar 2024 |
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| Northwest Bancshares | 2.0M | $127M | 3% | Dec 2023 |
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| Steele Capital Management | 2.0M | $133M | 3% | Mar 2024 |
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| Glassman Wealth Services | 1.5M | $91M | 1% | Dec 2023 |
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| Callan Capital | 1.2M | $75M | 10% | Dec 2023 |
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| Bank of America Corporation | 940k | $58M | 22% | Dec 2023 |
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| Charles Schwab Trust | 851k | $57M | 13% | Mar 2024 |
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| Lee Financial | 816k | $51M | 1% | Dec 2023 |
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| Kelman-Lazarov | 794k | $49M | 0% | Dec 2023 |
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| Kavar Capital Partners Group | 784k | $49M | 108% | Dec 2023 |
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| Gemmer Asset Management | 737k | $50M | 1% | Mar 2024 |
|
| Bell Investment Advisors | 723k | $45M | 8% | Dec 2023 |
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| ALPS Advisors | 708k | $44M | 0% | Dec 2023 |
|
| Tanglewood Wealth Management | 661k | $41M | 29% | Dec 2023 |
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| Private Advisor | 657k | $41M | -1% | Dec 2023 |
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| Reston Wealth Management | 636k | $39M | -1% | Dec 2023 |
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| Advisor Group Holdings | 622k | $39M | -7% | Dec 2023 |
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| Koesten, Hirschmann & Crabtree | 596k | $37M | -2% | Dec 2023 |
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| Cambridge Investment Research Advisors | 583k | $39M | 6% | Mar 2024 |
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| Ashford Advisors | 571k | $35M | -1% | Dec 2023 |
|
| UBS Group | 503k | $31M | 8% | Dec 2023 |
|
| HighTower Advisors | 473k | $29M | 5% | Dec 2023 |
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| Leonard Rickey Investment Advisors P | 442k | $30M | 2% | Mar 2024 |
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| Creative Planning | 421k | $26M | 0% | Dec 2023 |
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| Lincoln National | 390k | $24M | -1% | Dec 2023 |
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| Prairiewood Capital | 375k | $23M | 9% | Dec 2023 |
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| Resonant Capital Advisors | 365k | $23M | 2% | Dec 2023 |
|
| Commonwealth Equity Services | 350k | $22M | 8% | Dec 2023 |
|
| Planned Solutions | 341k | $21M | 0% | Dec 2023 |
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| CI Private Wealth | 321k | $20M | -1% | Dec 2023 |
|
| Washington Trust Advisors | 297k | $18M | -7% | Dec 2023 |
|
| Kestra Advisory Services | 293k | $18M | -2% | Dec 2023 |
|
| Solitude Financial Services | 291k | $20M | 1212% | Mar 2024 |
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| Financial Strategies Group | 281k | $19M | -8% | Mar 2024 |
|
| Bartlett & Co. | 274k | $17M | 2% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 274k | $17M | 2% | Dec 2023 |
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| Your Advocates | 273k | $17M | -25% | Dec 2023 |
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| Moller Financial Services | 265k | $18M | -4% | Mar 2024 |
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| Tradition Wealth Management | 263k | $16M | 11% | Dec 2023 |
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| Firestone Capital Management | 254k | $16M | 0% | Dec 2023 |
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| Cabot Money Management | 248k | $15M | 0% | Dec 2023 |
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| Haverford Trust Company | 241k | $15M | 10% | Dec 2023 |
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| Zrc Wealth Management | 234k | $16M | 7% | Mar 2024 |
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| Mariner Wealth Advisors | 227k | $14M | 17% | Dec 2023 |
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| Burt Wealth Advisors | 223k | $15M | 5% | Mar 2024 |
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| Pasadena Private Wealth | 203k | $14M | -8% | Mar 2024 |
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| Royal Bank of Canada | 203k | $13M | -11% | Dec 2023 |
|
| Strata Wealth Advisors | 198k | $13M | 1% | Mar 2024 |
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| Consolidated Planning Corp | 197k | $12M | 3% | Dec 2023 |
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| AE Wealth Management | 196k | $12M | 212% | Dec 2023 |
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| Systelligence | 195k | $13M | -1% | Mar 2024 |
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| David J.Sculati | 185k | $12M | 2% | Dec 2023 |
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| Personal Resources Investment & Strategic Management | 177k | $12M | 3% | Mar 2024 |
|
| Opes Wealth Management | 174k | $11M | -5% | Dec 2023 |
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| HPM Partners | 172k | $11M | 445% | Dec 2023 |
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| Wealth Forward | 168k | $10M | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 164k | $11M | 67% | Mar 2024 |
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| RHS Financial | 156k | $11M | -5% | Mar 2024 |
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| Cobblestone Capital Advisors | 155k | $9.6M | -1% | Dec 2023 |
|
| Cedar Point Capital Partners | 147k | $9.1M | 100% | Dec 2023 |
|
| Verum Partners | 146k | $9.9M | 28% | Mar 2024 |
|
| Pallas Capital Advisors | 143k | $9.6M | -4% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 141k | $9.5M | 58% | Mar 2024 |
|
| Sterling Financial Planning | 139k | $8.6M | 1% | Dec 2023 |
|
| Arlington Financial Advisors | 136k | $9.1M | -61% | Mar 2024 |
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| Northland Capital Management | 134k | $9.0M | 1% | Mar 2024 |
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| Legend Financial Advisors | 134k | $9.0M | 2% | Mar 2024 |
|
| AlTi Global | 131k | $8.1M | 100% | Dec 2023 |
|
| U.S. Capital Wealth Advisors | 130k | $8.0M | 150% | Dec 2023 |
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| Masso Torrence Wealth Management | 129k | $8.7M | 8% | Mar 2024 |
|
| Bruce G. Allen Investments | 115k | $7.8M | 34% | Mar 2024 |
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| Nicholas Hoffman & Company | 113k | $7.6M | 12% | Mar 2024 |
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| GW & Wade | 103k | $6.4M | 8% | Dec 2023 |
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| Lakewood Asset Management | 102k | $6.9M | 4% | Mar 2024 |
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| Journey Advisory Group | 101k | $6.2M | -1% | Dec 2023 |
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| P.J. Schmidt Investment Management | 99k | $6.2M | -1% | Dec 2023 |
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| Principal Securities | 98k | $6.1M | 100% | Dec 2023 |
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| Access Financial Services | 97k | $6.5M | 0% | Mar 2024 |
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| Kingsview Wealth Management | 97k | $6.0M | -1% | Dec 2023 |
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| Foster & Motley | 95k | $6.4M | 2% | Mar 2024 |
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| Certified Advisory Corp | 91k | $5.6M | 10% | Dec 2023 |
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| Quadcap Wealth Management | 88k | $5.5M | 100% | Dec 2023 |
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| Toron Capital Markets | 86k | $5.3M | 1% | Dec 2023 |
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| Leavell Investment Management | 82k | $5.1M | 3% | Dec 2023 |
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| Arete Wealth Advisors | 80k | $4.9M | 1319% | Dec 2023 |
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| Absolute Capital Management | 79k | $4.9M | 100% | Dec 2023 |
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| Zimmermann Investment Management & Planning | 78k | $5.3M | -46% | Mar 2024 |
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| Mercer Global Advisors | 77k | $4.8M | 80% | Dec 2023 |
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| Pacific Wealth Strategies Group | 76k | $4.7M | 3% | Dec 2023 |
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| Red Tortoise | 73k | $4.9M | -1% | Mar 2024 |
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| Ironwood Investment Counsel | 73k | $4.5M | 2% | Dec 2023 |
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| Great Valley Advisor Group | 72k | $4.4M | -32% | Dec 2023 |
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| R. W. Roge & Company | 67k | $4.1M | 0% | Dec 2023 |
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| CVA Family Office | 67k | $4.1M | 1% | Dec 2023 |
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| Droms Strauss Advisors | 67k | $4.1M | -1% | Dec 2023 |
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| Aspire Wealth Management Corp | 66k | $4.1M | 65% | Dec 2023 |
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| Collective Family Office | 62k | $4.2M | -10% | Mar 2024 |
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| Streettalk Advisors | 61k | $3.8M | 2% | Dec 2023 |
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| Sebold Capital Management | 59k | $4.0M | -2% | Mar 2024 |
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| Paradigm Financial Partners | 59k | $3.6M | 12% | Dec 2023 |
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| Rollins Financial | 58k | $3.6M | 17% | Dec 2023 |
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| Guardian Financial Partners | 56k | $3.5M | 21% | Dec 2023 |
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| Baystate Wealth Management | 55k | $3.4M | -6% | Dec 2023 |
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| JJJ Advisors | 55k | $3.7M | 15% | Mar 2024 |
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| Pennsylvania Capital Management | 55k | $3.4M | 100% | Dec 2023 |
|
| Signal Advisors Wealth | 54k | $3.7M | 100% | Mar 2024 |
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| Baker Ellis Asset Management | 54k | $3.7M | 12% | Mar 2024 |
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| Eagle Strategies | 54k | $3.7M | -64% | Mar 2024 |
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| Foguth Wealth Management | 54k | $3.6M | 100% | Mar 2024 |
|
| AdvisorNet Financial | 51k | $3.5M | 7% | Mar 2024 |
|
| Cowa | 46k | $2.8M | 1% | Dec 2023 |
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| True North Advisors | 46k | $3.1M | 22% | Mar 2024 |
|
| Darrow Company | 45k | $2.8M | 5% | Dec 2023 |
|
| Fca Corp | 45k | $2.8M | -1% | Dec 2023 |
|
| Roof Eidam & Maycock | 45k | $2.8M | -8% | Dec 2023 |
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| Raymond James & Associates | 44k | $3.0M | 1% | Mar 2024 |
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| Thoroughbred Financial Services | 44k | $2.7M | 47% | Dec 2023 |
|
| Cambridge Advisors | 41k | $2.7M | 1% | Mar 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40k | $2.5M | 18% | Dec 2023 |
|
| FRG Family Wealth Advisors | 40k | $2.5M | 3% | Dec 2023 |
|
| Meridian Wealth Management | 40k | $2.5M | -50% | Dec 2023 |
|
| Wells Fargo & Company | 40k | $2.5M | -11% | Dec 2023 |
|
| Tempus Wealth Planning | 40k | $2.7M | 4% | Mar 2024 |
|
| Focus Financial Network | 38k | $2.4M | 100% | Mar 2024 |
|
| Sontag Advisory | 37k | $2.3M | -20% | Dec 2023 |
|
| Milestone Investment Advisors | 37k | $2.3M | 3% | Dec 2023 |
|
| Austin Private Wealth | 37k | $2.4M | 0% | Mar 2024 |
|
| Lodestar Private Asset Management | 36k | $2.2M | 51% | Dec 2023 |
|
| Gratus Capital | 35k | $2.2M | -22% | Dec 2023 |
|
| Johnson Bixby & Associates | 34k | $2.3M | -12% | Mar 2024 |
|
| Avestar Capital | 34k | $2.1M | 100% | Dec 2023 |
|
| Whitener Capital Management | 33k | $2.2M | 0% | Mar 2024 |
|
| Prospera Financial Services | 32k | $2.0M | 7% | Dec 2023 |
|
| Valeo Financial Advisors | 32k | $2.2M | 3% | Mar 2024 |
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| Savant Capital Management | 32k | $2.0M | 33% | Dec 2023 |
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| Sequoia Financial Advisors | 32k | $2.0M | 28% | Dec 2023 |
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| Global Retirement Partners | 31k | $2.1M | 62% | Mar 2024 |
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| Park Avenue Securities | 30k | $2.0M | -30% | Mar 2024 |
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| Archford Capital Strategies | 30k | $1.9M | 100% | Dec 2023 |
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| First National Corp | 30k | $1.8M | 0% | Mar 2024 |
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| PFG Advisors | 30k | $1.8M | 1% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 29k | $1.8M | -5% | Dec 2023 |
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| Valley National Advisers | 28k | $1.9M | -3% | Mar 2024 |
|
| BCS Wealth Management | 26k | $1.6M | 2% | Dec 2023 |
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| Flagship Harbor Advisors | 26k | $1.8M | 17% | Mar 2024 |
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| Asset Planning Corporation | 26k | $1.6M | -1% | Dec 2023 |
|
| Future Financial Wealth Managment | 26k | $1.7M | 3% | Mar 2024 |
|
| Continuum Advisory | 24k | $1.5M | -11% | Dec 2023 |
|
| CGC Financial Services | 1.3k | $89k | -98% | Mar 2024 |
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