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 Management | 99M | $5.9B | 1% | Sep 2024 |
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Waddell & Associates | 1.3M | $76M | 2% | Sep 2024 |
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Clarius | 1.0M | $62M | -1% | Sep 2024 |
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Steele Capital Management | 1.0M | $60M | 3% | Sep 2024 |
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Morgan Stanley | 693k | $38M | -25% | Jun 2024 |
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Prairiewood Capital | 685k | $41M | 8% | Sep 2024 |
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Trilogy Capital | 654k | $39M | 3% | Sep 2024 |
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Solitude Financial Services | 542k | $32M | 1% | Sep 2024 |
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Sanctuary Advisors | 530k | $17M | 121% | Sep 2024 |
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Moller Financial Services | 529k | $32M | -1% | Sep 2024 |
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Riverpoint Wealth Management Holdings | 525k | $31M | 1% | Sep 2024 |
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ALPS Advisors | 452k | $27M | 100% | Sep 2024 |
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Ironwood Investment Counsel | 442k | $26M | 66% | Sep 2024 |
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Resonant Capital Advisors | 427k | $25M | 2% | Sep 2024 |
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First Pacific Financial | 413k | $25M | 0% | Sep 2024 |
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Thrivent Financial for Lutherans | 388k | $23M | 116% | Sep 2024 |
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Bank of America Corporation | 368k | $22M | 4% | Sep 2024 |
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Advisor Group Holdings | 362k | $22M | 1421% | Sep 2024 |
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Bell Investment Advisors | 360k | $21M | -3% | Sep 2024 |
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Accredited Investors | 340k | $20M | 21% | Sep 2024 |
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JJJ Advisors | 335k | $18M | -2% | Jun 2024 |
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Callan Capital | 322k | $19M | -5% | Sep 2024 |
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Wealth Forward | 318k | $19M | 4% | Sep 2024 |
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Gemmer Asset Management | 282k | $17M | 3% | Sep 2024 |
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Pasadena Private Wealth | 245k | $15M | -2% | Sep 2024 |
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Foster & Motley | 242k | $14M | -3% | Sep 2024 |
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Collective Family Office | 217k | $13M | 5% | Sep 2024 |
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Goldstone Financial Group | 186k | $11M | 100% | Sep 2024 |
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Commonwealth Equity Services | 186k | $11M | 5% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 186k | $11M | 3% | Sep 2024 |
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Charles Schwab Trust | 183k | $11M | 6% | Sep 2024 |
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Johnson Bixby & Associates | 181k | $11M | 4% | Sep 2024 |
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Shore Point Advisors | 178k | $11M | 2% | Sep 2024 |
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Sailer Financial | 175k | $9.6M | 1% | Jun 2024 |
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MAI Wealth Advisors | 172k | $10M | 1% | Sep 2024 |
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LPL Financial | 163k | $9.7M | -3% | Sep 2024 |
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Savant Capital Management | 155k | $9.2M | 0% | Sep 2024 |
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Arlington Financial Advisors | 150k | $8.9M | 0% | Sep 2024 |
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Creative Planning | 139k | $8.3M | 3% | Sep 2024 |
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Sound Stewardship | 137k | $8.2M | 4% | Sep 2024 |
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McAdam | 128k | $7.6M | -21% | Sep 2024 |
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Mariner Wealth Advisors | 127k | $7.6M | -13% | Sep 2024 |
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HPM Partners | 126k | $7.5M | -3% | Sep 2024 |
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Horan Capital Advisors | 122k | $7.3M | 0% | Sep 2024 |
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Forte Capital | 121k | $7.2M | 2% | Sep 2024 |
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Opes Wealth Management | 116k | $6.9M | 2% | Sep 2024 |
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Wealth Enhancement Advisory Services | 114k | $6.3M | 11% | Jun 2024 |
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Private Advisor | 110k | $6.5M | 2% | Sep 2024 |
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Burns Wealth Management | 105k | $6.3M | -2% | Sep 2024 |
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Kathmere Capital Management | 104k | $6.2M | -20% | Sep 2024 |
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GSB Wealth Management | 94k | $5.6M | 13% | Sep 2024 |
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Verum Partners | 94k | $5.6M | -2% | Sep 2024 |
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Your Advocates | 93k | $5.5M | 0% | Sep 2024 |
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Raub Brock Capital Management | 91k | $5.4M | 0% | Sep 2024 |
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Stifel Financial | 85k | $4.7M | 4% | Jun 2024 |
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Brightwater Advisory | 81k | $4.8M | -4% | Sep 2024 |
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Buckingham Strategic Partners | 80k | $4.7M | 65% | Sep 2024 |
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Austin Wealth Management | 75k | $4.4M | 0% | Sep 2024 |
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HighTower Advisors | 75k | $4.1M | 1% | Jun 2024 |
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Sebold Capital Management | 75k | $4.5M | 0% | Sep 2024 |
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Cabot Money Management | 75k | $4.4M | 0% | Sep 2024 |
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Roof Eidam & Maycock | 71k | $4.2M | 12% | Sep 2024 |
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Main Street Financial Solutions | 63k | $3.8M | 223% | Sep 2024 |
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Yale Capital Corp. | 61k | $3.6M | 0% | Sep 2024 |
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Reston Wealth Management | 60k | $3.6M | 5% | Sep 2024 |
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Waterfront Wealth | 59k | $1.7M | 119% | Sep 2024 |
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Hilltop Partners | 57k | $3.4M | -48% | Sep 2024 |
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Northland Capital Management | 51k | $3.0M | 4% | Sep 2024 |
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New Millennium Group | 50k | $3.0M | 131% | Sep 2024 |
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Sowell Financial Services | 50k | $3.0M | 0% | Sep 2024 |
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Mather Group | 47k | $2.8M | -1% | Sep 2024 |
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PrairieView Partners | 46k | $2.7M | -2% | Sep 2024 |
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Addison Advisors | 46k | $2.7M | -6% | Sep 2024 |
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Orion Portfolio Solutions | 44k | $2.6M | -14% | Sep 2024 |
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HHM Wealth Advisors | 43k | $2.6M | 0% | Sep 2024 |
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Capital Advantage | 43k | $2.5M | 45% | Sep 2024 |
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Cetera Investment Advisers | 42k | $2.3M | 4% | Jun 2024 |
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Jpmorgan Chase & Co | 41k | $2.5M | -3% | Sep 2024 |
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Foundations Investment Advisors | 41k | $2.4M | 84% | Sep 2024 |
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Kestra Advisory Services | 41k | $2.4M | -14% | Sep 2024 |
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Captrust Financial Advisors | 40k | $2.4M | -4% | Sep 2024 |
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Yoder Wealth Management | 39k | $2.3M | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 38k | $2.3M | 0% | Sep 2024 |
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Mercer Global Advisors | 36k | $2.0M | 25% | Jun 2024 |
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Lakewood Asset Management | 36k | $2.2M | 6% | Sep 2024 |
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Colony | 36k | $2.2M | -23% | Sep 2024 |
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Envestnet Asset Management | 36k | $2.1M | -18% | Sep 2024 |
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Founders Capital Management | 35k | $2.1M | 0% | Sep 2024 |
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Apollon Wealth Management | 35k | $2.1M | -9% | Sep 2024 |
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ProVise Management Group | 34k | $2.0M | -12% | Sep 2024 |
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Royal Bank of Canada | 33k | $2.0M | 38% | Sep 2024 |
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Mml Investors Services | 33k | $2.0M | -25% | Sep 2024 |
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Kelman-Lazarov | 33k | $2.0M | 0% | Sep 2024 |
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Buckingham Asset Management | 33k | $1.8M | -4% | Jun 2024 |
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Atria Wealth Solutions | 32k | $1.9M | 15% | Sep 2024 |
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Cambridge Investment Research Advisors | 32k | $1.9M | -4% | Sep 2024 |
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CI Private Wealth | 32k | $1.9M | 53% | Sep 2024 |
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Susquehanna International | 31k | $1.9M | 100% | Sep 2024 |
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Tower Research Capital | 31k | $1.7M | 83% | Jun 2024 |
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Jane Street | 30k | $1.8M | 70% | Sep 2024 |
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Cutler Investment Counsel | 30k | $1.8M | -2% | Sep 2024 |
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Great Valley Advisor Group | 29k | $1.7M | 100% | Sep 2024 |
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Sequoia Financial Advisors | 28k | $1.7M | 22% | Sep 2024 |
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Horizon Investment Services | 28k | $1.7M | 1% | Sep 2024 |
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HBW Advisory Services | 28k | $1.7M | 2% | Sep 2024 |
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Kaizen Financial Strategies | 28k | $1.6M | 7% | Sep 2024 |
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PFG Financial Advisors | 27k | $1.6M | 1% | Sep 2024 |
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SageView Advisory Group | 27k | $1.6M | -11% | Sep 2024 |
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Alpha Omega Wealth Management | 26k | $1.6M | 5% | Sep 2024 |
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Mutual Advisors | 25k | $750k | 94% | Sep 2024 |
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Cambridge Advisors | 25k | $1.5M | -2% | Sep 2024 |
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True North Advisors | 22k | $1.3M | -4% | Sep 2024 |
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Dechtman Wealth Management | 21k | $1.2M | -77% | Sep 2024 |
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Janney Montgomery Scott | 21k | $1.2M | -1% | Sep 2024 |
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EP Wealth Advisors | 20k | $1.2M | -11% | Sep 2024 |
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WMS Partners | 20k | $1.2M | 2% | Sep 2024 |
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Cedar Point Capital Partners | 20k | $1.2M | 5% | Sep 2024 |
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Garrett Investment Advisors | 19k | $1.2M | 0% | Sep 2024 |
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Leavell Investment Management | 19k | $1.1M | -7% | Sep 2024 |
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DDD Partners | 19k | $1.1M | 4% | Sep 2024 |
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Ohe Financial | 19k | $1.1M | 8% | Sep 2024 |
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Bryn Mawr Trust | 19k | $1.1M | 100% | Sep 2024 |
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H D Vest Advisory Services | 19k | $1.0M | 22% | Jun 2024 |
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Asset Dedication | 19k | $1.1M | -29% | Sep 2024 |
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Howard Financial Services | 18k | $1.1M | 1% | Sep 2024 |
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IFP Advisors | 17k | $955k | 30% | Jun 2024 |
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Red Mountain Financial | 17k | $1.0M | 1% | Sep 2024 |
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Chicago Partners Investment | 16k | $484k | 81% | Sep 2024 |
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Journey Advisory Group | 16k | $888k | 0% | Sep 2024 |
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RFG Advisory | 16k | $949k | -1% | Sep 2024 |
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Silver Oak Securities | 15k | $901k | 58% | Sep 2024 |
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Thoroughbred Financial Services | 15k | $885k | 0% | Sep 2024 |
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Beacon Pointe Advisors | 15k | $884k | 27% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 15k | $872k | -31% | Sep 2024 |
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Austin Private Wealth | 15k | $868k | -7% | Sep 2024 |
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Townsend Asset Management Corp | 15k | $864k | 0% | Sep 2024 |
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Asset Allocation Strategies | 14k | $858k | 100% | Sep 2024 |
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Washington Trust Advisors | 14k | $850k | -5% | Sep 2024 |
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CVA Family Office | 14k | $846k | 0% | Sep 2024 |
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Axxcess Wealth Management | 14k | $823k | -1% | Sep 2024 |
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Dorsey & Whitney Trust Company | 14k | $818k | 0% | Sep 2024 |
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Aspire Wealth Management Corp | 14k | $803k | 2% | Sep 2024 |
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Jackson Creek Investment Advisors | 13k | $796k | -1% | Sep 2024 |
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LBMC Investment Advisors | 13k | $794k | 0% | Sep 2024 |
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Brian McDonald | 13k | $782k | 19% | Sep 2024 |
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Farther Finance Advisors | 12k | $716k | -33% | Sep 2024 |
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Signature Estate and Investment Advisors | 12k | $694k | -47% | Sep 2024 |
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Guardian Financial Partners | 12k | $692k | 12% | Sep 2024 |
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Caprock | 12k | $687k | 100% | Sep 2024 |
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Citadel Advisors | 8.0k | $479k | -65% | Sep 2024 |
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D. E. Shaw & Co | 7.4k | $443k | -92% | Sep 2024 |
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Northern Trust | 3.7k | $220k | -69% | Sep 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 |
---|---|---|---|
Strategic Financial Concepts | Jun 2024 | 103k | $1.7M |
Goldman Sachs Group | Mar 2024 | 29k | $1.7M |