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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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 |
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Steele Capital Management | 942k | $54M | 4% | 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 | 516k | $29M | 3% | Dec 2023 |
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Solitude Financial Services | 513k | $29M | 1679% | Mar 2024 |
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First Pacific Financial | 405k | $23M | 1% | Mar 2024 |
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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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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 | 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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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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Johnson Bixby & Associates | 166k | $9.5M | 6% | Mar 2024 |
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McAdam | 165k | $9.4M | -1% | Mar 2024 |
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Savant Capital Management | 158k | $8.7M | 2% | Dec 2023 |
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Arlington Financial Advisors | 153k | $8.7M | -55% | Mar 2024 |
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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 |
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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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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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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 | $5.2M | 0% | Mar 2024 |
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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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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 | 47k | $2.7M | 1% | Mar 2024 |
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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 | $2.2M | 0% | Mar 2024 |
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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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Cambridge Investment Research Advisors | 34k | $1.9M | 131% | 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 | 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 | 30k | $1.7M | 3% | Mar 2024 |
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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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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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AE Wealth Management | 25k | $1.4M | 343% | Dec 2023 |
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Cambridge Advisors | 25k | $1.4M | 1% | 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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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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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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Main Street Financial Solutions | 20k | $1.1M | 100% | Mar 2024 |
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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 |
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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 |
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Thoroughbred Financial Services | 16k | $883k | 2% | Dec 2023 |
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Townsend Asset Management Corp | 15k | $836k | -2% | Dec 2023 |
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Farther Finance Advisors | 15k | $801k | -19% | Dec 2023 |
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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 | $760k | 20% | Dec 2023 |
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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 | $676k | 0% | Dec 2023 |
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Pennsylvania Capital Management | 12k | $662k | 27% | Dec 2023 |
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Silver Oak Securities | 12k | $643k | 74% | Dec 2023 |
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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 | $621k | 0% | Dec 2023 |
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AdvisorNet Financial | 11k | $636k | 1% | Mar 2024 |
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Aspire Wealth Management Corp | 11k | $616k | 0% | Dec 2023 |
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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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Clarity Capital Advisors | 11k | $606k | 0% | Mar 2024 |
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Clay Northam Wealth Management | 10k | $584k | 0% | Mar 2024 |
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Horan Securities | 10k | $565k | 0% | Dec 2023 |
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Focus Financial Network | 10k | $540k | 100% | Mar 2024 |
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Wealthfront Advisers | 9.8k | $558k | 83% | Mar 2024 |
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Paragon Capital Management | 9.4k | $535k | 100% | Mar 2024 |
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OneAscent Wealth Management | 9.4k | $535k | 17% | Mar 2024 |
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Guardian Financial Partners | 9.4k | $534k | 10% | Mar 2024 |
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Continuum Advisory | 9.2k | $509k | -4% | Dec 2023 |
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Werba Rubin Papier Wealth Management | 9.1k | $503k | 0% | Dec 2023 |
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Wade Financial Advisory | 9.0k | $501k | 0% | Dec 2023 |
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Colony | 8.9k | $493k | 100% | Dec 2023 |
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Opus Capital Group | 8.7k | $495k | 0% | Mar 2024 |
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Capital Investment Advisory Services | 8.7k | $495k | 0% | Mar 2024 |
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Toron Capital Markets | 8.6k | $475k | 0% | Dec 2023 |
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Mutual Advisors | 8.4k | $466k | -10% | Dec 2023 |
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Dynamic Advisors Solutions | 8.3k | $475k | 34% | Mar 2024 |
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Financial Synergies Wealth Advisors | 8.1k | $462k | -34% | Mar 2024 |
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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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Chicago Partners Investment | 7.8k | $427k | 18% | Mar 2024 |
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Modera Wealth Management | 7.5k | $418k | 40% | Dec 2023 |
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Emfo | 7.0k | $386k | -20% | Dec 2023 |
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H D Vest Advisory Services | 6.9k | $382k | -52% | Dec 2023 |
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ValMark Advisers | 6.6k | $364k | -49% | Dec 2023 |
|
RHS Financial | 6.3k | $360k | -37% | Mar 2024 |
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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 |