Who owns Sch Fnd Us Sm Etf schwab fdt us sc?

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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 179M $5.7B 0% Dec 2025
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Hartland & Co 3.7M $121M 36599% Mar 2026
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Waddell & Associates 2.9M $94M 2% Mar 2026
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Steele Capital Management 2.1M $68M 3% Mar 2026
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Prairiewood Capital 2.1M $67M 3% Mar 2026
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Clarius 1.9M $60M -2% Dec 2025
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UBS Group 1.5M $48M 3% Mar 2026
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Vantagepoint Investment Advisers 1.4M $47M -8% Mar 2026
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Moller Financial Services 1.3M $41M 4% Mar 2026
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Riverpoint Wealth Management Holdings 1.2M $38M 1% Mar 2026
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Morgan Stanley 1.1M $37M -12% Mar 2026
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Solitude Financial Services 1.0M $36M 3% Mar 2026
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Ironwood Investment Counsel 940k $31M -5% Mar 2026
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Ameriprise Financial 918k $30M -4% Mar 2026
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Bank of America Corporation 900k $29M 100% Mar 2026
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First Pacific Financial 880k $29M -1% Mar 2026
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AlphaCore Capital 818k $27M -9% Mar 2026
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Resonant Capital Advisors 772k $25M -16% Mar 2026
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Advisor Group Holdings 667k $21M -7% Dec 2025
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Gemmer Asset Management 647k $21M 1% Mar 2026
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Trilogy Capital 621k $20M -16% Mar 2026
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Wealth Forward 592k $19M 1% Mar 2026
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HORAN Wealth 577k $19M 102% Mar 2026
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Sailer Financial 572k $19M 22% Mar 2026
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HPM Partners 543k $18M 4% Mar 2026
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Mariner Wealth Advisors 514k $17M -1% Mar 2026
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Foster & Motley 472k $15M -2% Mar 2026
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LPL Financial 470k $15M 6% Mar 2026
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Northwestern Mutual Wealth Management Company 460k $15M 7% Mar 2026
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Bell Investment Advisors 447k $15M -30% Mar 2026
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Goldstone Financial Group 443k $14M -12% Mar 2026
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Creative Planning 439k $14M 20% Mar 2026
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MAI Wealth Advisors 432k $14M 11% Mar 2026
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Charles Schwab Trust 425k $14M 5% Mar 2026
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Collective Family Office 375k $12M 5% Mar 2026
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Shore Point Advisors 359k $7.3M -40% Mar 2026
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GSB Wealth Management 329k $11M -1% Mar 2026
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Sound Stewardship 313k $10M 4% Mar 2026
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Opes Wealth Management 305k $9.9M -2% Mar 2026
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Johnson Bixby & Associates 299k $9.7M 39% Mar 2026
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Arlington Financial Advisors 285k $9.2M -4% Mar 2026
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Accredited Investors 284k $9.2M -5% Mar 2026
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Great Valley Advisor Group 283k $9.2M 3% Mar 2026
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Warren Averett Asset Management 282k $8.9M 1% Dec 2025
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Savant Capital Management 266k $8.6M -11% Mar 2026
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NFP Retirement 222k $7.2M -4% Mar 2026
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Cetera Investment Advisers 220k $7.1M 8% Mar 2026
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Pasadena Private Wealth 211k $6.9M -9% Mar 2026
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Your Advocates 211k $6.8M 3% Mar 2026
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Burns Wealth Management 205k $6.6M -1% Mar 2026
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Reston Wealth Management 191k $6.2M 2% Mar 2026
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Marble Wealth 186k $6.0M -2% Mar 2026
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Goldman Sachs Group 184k $5.9M 416% Mar 2026
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McAdam 183k $5.9M -4% Mar 2026
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Cabot Money Management 175k $5.7M 5% Mar 2026
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Private Advisor 172k $5.6M 1% Mar 2026
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Buckingham Strategic Partners 170k $5.5M -15% Mar 2026
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Colony 169k $5.3M 5% Dec 2025
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Kathmere Capital Management 162k $5.2M -3% Mar 2026
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Winter & Associates 162k $5.3M 100% Mar 2026
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HighTower Advisors 155k $5.0M -3% Mar 2026
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Raymond James Financial 152k $4.8M 16% Dec 2025
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Commonwealth Equity Services 152k $4.9M 0% Mar 2026
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Mercer Global Advisors 151k $4.9M 16% Mar 2026
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AQR Capital Management 144k $4.7M 141% Mar 2026
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Royal Bank of Canada 142k $4.6M -46% Mar 2026
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Northland Capital Management 141k $4.6M -15% Mar 2026
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Roof Eidam & Maycock 140k $4.4M 0% Dec 2025
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Founders Capital Management 139k $4.5M 94% Mar 2026
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Brightwater Advisory 133k $4.3M -3% Mar 2026
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Capital Advantage 132k $4.3M 2% Mar 2026
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FMR 131k $4.1M 8% Dec 2025
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Cresset Asset Management 130k $4.2M -6% Mar 2026
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Quantinno Capital Management 130k $4.2M 30% Mar 2026
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Integrity Alliance 129k $4.2M 3% Mar 2026
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Manske Wealth Management 128k $4.1M -1% Mar 2026
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Hilltop Partners 123k $4.0M -3% Mar 2026
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Yale Capital Corp. 122k $4.0M 0% Mar 2026
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Krm Wealth Management 121k $3.9M 5% Mar 2026
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Womack Financial 121k $3.9M 4% Mar 2026
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Waterfront Wealth 113k $3.7M 26% Mar 2026
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Captrust Financial Advisors 108k $3.4M 13% Dec 2025
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Sowell Financial Services 107k $3.5M -7% Mar 2026
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Traub Capital Management 105k $3.4M 2% Mar 2026
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Verum Partners 103k $3.3M -12% Mar 2026
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CI Private Wealth 99k $3.2M -2% Mar 2026
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Mather Group 94k $3.0M 0% Mar 2026
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HHM Wealth Advisors 93k $3.0M -4% Mar 2026
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Addison Advisors 89k $2.9M 0% Mar 2026
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Asset Allocation Strategies 86k $2.8M 2% Mar 2026
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Breakwater Capital Group 82k $2.7M 7% Mar 2026
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IFP Advisors 82k $2.7M 11% Mar 2026
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Qrg Capital Management 81k $2.6M -3% Mar 2026
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Argos Wealth Advisors 79k $2.6M 4% Mar 2026
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Marshall Wace 78k $2.5M 100% Dec 2025
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Farther Finance Advisors 77k $2.5M -3% Mar 2026
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Apollon Wealth Management 77k $2.5M 27% Mar 2026
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Yoder Wealth Management 77k $2.5M 0% Mar 2026
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Cutler Investment Counsel 75k $2.4M 5% Mar 2026
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Susquehanna International 74k $2.3M -30% Dec 2025
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Krilogy Financial 72k $2.5M 100% Mar 2026
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Meridian Investment Counsel 70k $2.3M 3% Mar 2026
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Eq Wealth Advisors 70k $2.3M -5% Mar 2026
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Alpha Omega Wealth Management 70k $2.3M 5% Mar 2026
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Lido Advisors 69k $2.2M -17% Mar 2026
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Kelman-Lazarov 68k $2.2M -2% Mar 2026
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Signal Tree Financial Partners 68k $2.1M 1% Dec 2025
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10Elms 67k $2.2M 309% Mar 2026
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Citadel Advisors 66k $2.1M 100% Mar 2026
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Sanctuary Advisors 65k $2.1M 4% Mar 2026
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Main Street Financial Solutions 62k $2.0M 11% Dec 2025
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McGrath & Associates 61k $2.0M -22% Mar 2026
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Sequoia Financial Advisors 61k $2.0M 10% Mar 2026
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Cedar Point Capital Partners 61k $2.0M 9% Mar 2026
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Envestnet Asset Management 57k $1.9M 32% Mar 2026
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Kaizen Financial Strategies 57k $2.0M 14% Mar 2026
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Cambridge Investment Research Advisors 56k $1.8M 7% Mar 2026
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CLS Investments 55k $1.8M -11% Mar 2026
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Williams Financial 55k $1.8M -3% Mar 2026
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BFI Wealth Solutions 54k $1.8M 14% Mar 2026
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Liberty Square Wealth Partners 52k $1.7M -16% Mar 2026
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Flatrock Wealth Partners 51k $1.7M 0% Mar 2026
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BCS Wealth Management 51k $1.6M -39% Mar 2026
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Dickmeyer Boyce Financial Management 50k $1.6M 100% Mar 2026
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Birchwood Financial Partners 50k $1.6M 7% Mar 2026
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Ohe Financial 50k $1.6M -2% Mar 2026
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PFG Financial Advisors 49k $1.6M -2% Mar 2026
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Golub Group 48k $1.6M 0% Mar 2026
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EP Wealth Advisors 48k $1.6M -14% Mar 2026
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Lakewood Asset Management 46k $1.5M -17% Mar 2026
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Betterment 45k $1.4M 4% Dec 2025
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DDD Partners 44k $1.4M 1% Mar 2026
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Silver Oak Securities 43k $1.4M -2% Mar 2026
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Guardian Financial Partners 43k $1.4M 6% Mar 2026
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SageView Advisory Group 42k $1.3M -3% Dec 2025
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Thrivent Financial for Lutherans 42k $1.4M -4% Mar 2026
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Cambridge Advisors 41k $1.3M 0% Mar 2026
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Westmount Partners 40k $1.3M 0% Mar 2026
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Howard Financial Services 40k $1.3M 7% Mar 2026
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Financial Architects 40k $1.3M 40% Mar 2026
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Mutual Advisors 39k $1.3M 25% Mar 2026
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Mml Investors Services 39k $1.2M 16% Mar 2026
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Bryn Mawr Trust 38k $1.2M 0% Mar 2026
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Ieq Capital 37k $1.2M 0% Dec 2025
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Asset Dedication 35k $1.1M -6% Mar 2026
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Garrett Investment Advisors 35k $1.1M 1% Mar 2026
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Stifel Financial 35k $1.1M 22% Mar 2026
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Pinnacle Wealth Planning Services 34k $1.1M 0% Mar 2026
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Red Mountain Financial 34k $1.1M -6% Mar 2026
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Wealthfront Advisers 33k $1.1M -5% Mar 2026
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Janney Montgomery Scott 33k $1.1M -4% Mar 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 32k $1.0M -13% Mar 2026
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HB Wealth Management 31k $1.0M -14% Mar 2026
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Austin Wealth Management 24k $804k -33% Mar 2026
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Tudor Investment Corporation 11k $365k -69% Mar 2026
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Foundations Investment Advisors 7.6k $247k -95% Mar 2026
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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
Wellington Management Company Sep 2025 486k $15M
Wealth Enhancement Advisory Services Dec 2025 177k $5.8M
Tower Research Capital Sep 2025 82k $2.6M
Jpmorgan Chase & Co Sep 2025 79k $2.5M
True North Advisors Dec 2025 44k $1.4M