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 Management | 200M | $5.5B | 1% | Mar 2025 |
|
| Waddell & Associates | 2.6M | $72M | 2% | Mar 2025 |
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| Steele Capital Management | 2.1M | $57M | 1% | Mar 2025 |
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| UBS Group | 1.9M | $52M | 4% | Mar 2025 |
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| Clarius | 1.9M | $52M | -6% | Mar 2025 |
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| Prairiewood Capital | 1.6M | $43M | 8% | Mar 2025 |
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| Morgan Stanley | 1.3M | $40M | 100% | Dec 2024 |
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| Trilogy Capital | 1.3M | $39M | 98% | Dec 2024 |
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| Ironwood Investment Counsel | 1.2M | $34M | 26% | Mar 2025 |
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| Advisor Group Holdings | 1.2M | $32M | 64% | Mar 2025 |
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| Ameriprise Financial | 1.2M | $32M | -33% | Mar 2025 |
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| Moller Financial Services | 1.1M | $31M | 11% | Mar 2025 |
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| Riverpoint Wealth Management Holdings | 1.0M | $31M | 98% | Dec 2024 |
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| Solitude Financial Services | 969k | $27M | -10% | Mar 2025 |
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| HPM Partners | 902k | $25M | -1% | Mar 2025 |
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| Resonant Capital Advisors | 879k | $24M | 2% | Mar 2025 |
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| First Pacific Financial | 834k | $23M | 2% | Mar 2025 |
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| Callan Capital | 830k | $23M | 24% | Mar 2025 |
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| Accredited Investors | 788k | $23M | 131% | Dec 2024 |
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| Thrivent Financial for Lutherans | 784k | $25M | 0% | Mar 2025 |
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| Bank of America Corporation | 753k | $22M | 105% | Dec 2024 |
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| Bell Investment Advisors | 725k | $20M | -1% | Mar 2025 |
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| Wealth Forward | 621k | $17M | 0% | Mar 2025 |
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| ALPS Advisors | 619k | $17M | 1% | Mar 2025 |
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| Gemmer Asset Management | 608k | $17M | 4% | Mar 2025 |
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| Pasadena Private Wealth | 514k | $14M | 6% | Mar 2025 |
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| Great Valley Advisor Group | 499k | $14M | 279% | Mar 2025 |
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| Foster & Motley | 475k | $13M | 1% | Mar 2025 |
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| Collective Family Office | 455k | $12M | 4% | Mar 2025 |
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| Goldstone Financial Group | 442k | $12M | 5% | Mar 2025 |
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| Sanctuary Advisors | 415k | $13M | -22% | Dec 2024 |
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| Shore Point Advisors | 398k | $11M | 8% | Mar 2025 |
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| LPL Financial | 397k | $11M | 10% | Mar 2025 |
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| Charles Schwab Trust | 390k | $11M | 5% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 378k | $11M | 104% | Dec 2024 |
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| Sailer Financial | 357k | $11M | 102% | Dec 2024 |
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| MAI Wealth Advisors | 337k | $9.2M | -1% | Mar 2025 |
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| Mariner Wealth Advisors | 313k | $8.6M | 14% | Mar 2025 |
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| Creative Planning | 302k | $8.3M | 7% | Mar 2025 |
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| NFP Retirement | 293k | $8.0M | 3% | Mar 2025 |
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| GSB Wealth Management | 288k | $7.9M | 28% | Mar 2025 |
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| Arlington Financial Advisors | 287k | $7.8M | -4% | Mar 2025 |
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| Sound Stewardship | 273k | $7.5M | 0% | Mar 2025 |
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| Horan Capital Advisors | 261k | $7.2M | 1% | Mar 2025 |
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| Forte Capital | 251k | $6.9M | 1% | Mar 2025 |
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| Warren Averett Asset Management | 250k | $7.4M | 123% | Dec 2024 |
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| Johnson Bixby & Associates | 248k | $6.8M | -33% | Mar 2025 |
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| Opes Wealth Management | 236k | $7.0M | 105% | Dec 2024 |
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| McAdam | 236k | $7.0M | 84% | Dec 2024 |
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| Savant Capital Management | 211k | $5.8M | -31% | Mar 2025 |
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| Burns Wealth Management | 210k | $5.8M | 1% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 209k | $5.7M | -12% | Mar 2025 |
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| Cresset Asset Management | 209k | $6.2M | 10% | Dec 2024 |
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| Kathmere Capital Management | 207k | $5.7M | 5% | Mar 2025 |
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| Commonwealth Equity Services | 206k | $6.1M | 11% | Dec 2024 |
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| Buckingham Strategic Partners | 200k | $5.5M | 130% | Mar 2025 |
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| Your Advocates | 195k | $5.3M | 3% | Mar 2025 |
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| Private Advisor | 165k | $4.5M | -23% | Mar 2025 |
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| Verum Partners | 163k | $4.5M | -10% | Mar 2025 |
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| Sebold Capital Management | 158k | $4.3M | 5% | Mar 2025 |
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| Brightwater Advisory | 150k | $4.1M | -2% | Mar 2025 |
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| Cabot Money Management | 146k | $4.0M | 0% | Mar 2025 |
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| HighTower Advisors | 146k | $4.3M | 107% | Dec 2024 |
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| Reston Wealth Management | 142k | $3.9M | 7% | Mar 2025 |
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| Roof Eidam & Maycock | 139k | $3.8M | 1% | Mar 2025 |
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| Austin Wealth Management | 134k | $3.5M | -7% | Mar 2025 |
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| Liberty Square Wealth Partners | 128k | $3.5M | 19% | Mar 2025 |
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| Yale Capital Corp. | 122k | $3.3M | 0% | Mar 2025 |
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| Raymond James Financial | 117k | $3.2M | 21% | Mar 2025 |
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| Colony | 117k | $3.5M | 222% | Dec 2024 |
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| Hilltop Partners | 116k | $3.2M | 13% | Mar 2025 |
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| Jpmorgan Chase & Co | 116k | $3.2M | 10% | Mar 2025 |
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| New Millennium Group | 115k | $3.2M | 5% | Mar 2025 |
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| Sowell Financial Services | 114k | $3.1M | 0% | Mar 2025 |
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| Foundations Investment Advisors | 111k | $3.0M | 9% | Mar 2025 |
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| FMR | 104k | $2.9M | 28% | Mar 2025 |
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| Royal Bank of Canada | 104k | $2.9M | 58% | Mar 2025 |
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| Main Street Financial Solutions | 101k | $2.8M | 100% | Mar 2025 |
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| Mercer Global Advisors | 99k | $2.7M | 29% | Mar 2025 |
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| Captrust Financial Advisors | 98k | $2.7M | 6% | Mar 2025 |
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| Capital Advantage | 95k | $2.8M | 0% | Mar 2025 |
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| Mather Group | 94k | $2.6M | 0% | Mar 2025 |
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| Cetera Investment Advisers | 90k | $2.7M | 96% | Dec 2024 |
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| Apollon Wealth Management | 90k | $2.5M | -12% | Mar 2025 |
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| HHM Wealth Advisors | 89k | $2.4M | 5% | Mar 2025 |
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| Addison Advisors | 89k | $2.4M | -2% | Mar 2025 |
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| PrairieView Partners | 89k | $2.4M | -1% | Mar 2025 |
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| McGrath & Associates | 89k | $2.4M | 100% | Mar 2025 |
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| Northland Capital Management | 85k | $2.3M | 0% | Mar 2025 |
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| Orion Portfolio Solutions | 85k | $2.5M | 93% | Dec 2024 |
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| Yoder Wealth Management | 77k | $2.1M | 0% | Mar 2025 |
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| Atria Wealth Solutions | 77k | $2.1M | 13% | Mar 2025 |
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| Mml Investors Services | 74k | $2.2M | 123% | Dec 2024 |
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| Founders Capital Management | 73k | $2.0M | 1% | Mar 2025 |
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| Kelman-Lazarov | 67k | $2.0M | 102% | Dec 2024 |
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| Cambridge Investment Research Advisors | 66k | $1.8M | 4% | Mar 2025 |
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| Sequoia Financial Advisors | 64k | $1.7M | 14% | Mar 2025 |
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| IFP Advisors | 62k | $1.7M | 7% | Mar 2025 |
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| Waterfront Wealth | 62k | $1.7M | 4% | Mar 2025 |
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| Lakewood Asset Management | 61k | $1.7M | -16% | Mar 2025 |
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| Eq Wealth Advisors | 61k | $1.7M | -6% | Mar 2025 |
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| Cutler Investment Counsel | 60k | $1.6M | -1% | Mar 2025 |
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| Alpha Omega Wealth Management | 59k | $1.6M | 5% | Mar 2025 |
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| HBW Advisory Services | 59k | $1.6M | 7% | Mar 2025 |
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| Asset Allocation Strategies | 58k | $1.7M | 303% | Dec 2024 |
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| Kaizen Financial Strategies | 55k | $1.5M | -3% | Mar 2025 |
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| Ethos Financial Group | 55k | $1.5M | 100% | Mar 2025 |
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| H D Vest Advisory Services | 54k | $1.6M | 171% | Dec 2024 |
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| Cambridge Advisors | 54k | $1.5M | -1% | Mar 2025 |
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| Envestnet Asset Management | 54k | $1.5M | -7% | Mar 2025 |
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| Lido Advisors | 52k | $1.6M | 330% | Dec 2024 |
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| Jones Financial Companies, L.L | 52k | $1.4M | 350% | Mar 2025 |
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| ProVise Management Group | 50k | $1.4M | -17% | Mar 2025 |
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| SageView Advisory Group | 48k | $1.4M | 79% | Dec 2024 |
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| HB Wealth Management | 48k | $1.3M | 359% | Mar 2025 |
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| CoreCap Advisors | 46k | $1.3M | -51% | Mar 2025 |
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| PFG Financial Advisors | 46k | $1.2M | -19% | Mar 2025 |
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| CI Private Wealth | 45k | $1.2M | -22% | Mar 2025 |
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| Betterment | 44k | $1.3M | 89% | Dec 2024 |
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| Baird Financial | 42k | $1.3M | 51% | Dec 2024 |
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| Cedar Point Capital Partners | 41k | $1.1M | 4% | Mar 2025 |
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| Westmount Partners | 41k | $1.1M | 100% | Mar 2025 |
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| Renaissance Technologies | 40k | $1.1M | 18% | Mar 2025 |
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| DDD Partners | 40k | $1.1M | 2% | Mar 2025 |
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| True North Advisors | 40k | $1.1M | 100% | Mar 2025 |
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| EP Wealth Advisors | 39k | $1.1M | 0% | Mar 2025 |
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| Bryn Mawr Trust | 38k | $1.0M | 0% | Mar 2025 |
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| Ohe Financial | 37k | $1.1M | 98% | Dec 2024 |
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| Howard Financial Services | 37k | $1.0M | 0% | Mar 2025 |
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| Leavell Investment Management | 36k | $989k | -7% | Mar 2025 |
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| Wealthfront Advisers | 35k | $957k | 100% | Mar 2025 |
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| Garrett Investment Advisors | 35k | $951k | -7% | Mar 2025 |
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| Asset Dedication | 35k | $949k | -5% | Mar 2025 |
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| Red Mountain Financial | 34k | $937k | 1% | Mar 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 32k | $878k | 9% | Mar 2025 |
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| Janney Montgomery Scott | 32k | $871k | 4% | Mar 2025 |
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| Guardian Financial Partners | 32k | $870k | 20% | Mar 2025 |
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| Atlantic Trust | 32k | $940k | 230% | Dec 2024 |
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| Beacon Pointe Advisors | 32k | $938k | 113% | Dec 2024 |
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| Susquehanna International | 30k | $881k | -5% | Dec 2024 |
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| Townsend Asset Management Corp | 29k | $802k | 1% | Mar 2025 |
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| Silver Oak Securities | 29k | $798k | 1% | Mar 2025 |
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| Thoroughbred Financial Services | 29k | $864k | 96% | Dec 2024 |
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| Stifel Financial | 29k | $851k | 120% | Dec 2024 |
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| Axxcess Wealth Management | 29k | $780k | -1% | Mar 2025 |
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| Jackson Creek Investment Advisors | 28k | $768k | 3% | Mar 2025 |
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| Dorsey & Whitney Trust Company | 28k | $752k | 0% | Mar 2025 |
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| NorthRock Partners | 27k | $739k | 9402% | Mar 2025 |
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| Brian McDonald | 27k | $737k | -1% | Mar 2025 |
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| Mutual Advisors | 27k | $702k | 11% | Mar 2025 |
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| Signature Estate and Investment Advisors | 27k | $726k | 4% | Mar 2025 |
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| AQR Capital Management | 26k | $711k | 100% | Mar 2025 |
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| CVA Family Office | 26k | $704k | -10% | Mar 2025 |
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| Washington Trust Advisors | 25k | $695k | -11% | Mar 2025 |
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| Austin Private Wealth | 25k | $692k | -13% | Mar 2025 |
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| LBMC Investment Advisors | 22k | $599k | -18% | Mar 2025 |
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| Northern Trust | 13k | $342k | -68% | Mar 2025 |
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| Harbour Investment Management | 12k | $340k | -63% | Mar 2025 |
|
| Horizon Investment Services | 11k | $309k | -62% | Mar 2025 |
|
| Kestra Advisory Services | 7.4k | $219k | -82% | Dec 2024 |
|
Who sold out of Sch Fnd Us Sm Etf schwab fdt us sc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Raub Brock Capital Management | Dec 2024 | 184k | $5.5M |
| WMS Partners | Dec 2024 | 40k | $1.2M |
| RFG Advisory | Dec 2024 | 33k | $981k |
| Jane Street | Sep 2024 | 30k | $1.8M |