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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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 Management | 131M | $9.4B | 0% | Sep 2024 |
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Captrust Financial Advisors | 4.6M | $333M | 7% | Sep 2024 |
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Signature Estate and Investment Advisors | 3.2M | $229M | 19% | Sep 2024 |
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McAdam | 2.9M | $209M | 6% | Sep 2024 |
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Northwest Bancshares | 2.1M | $149M | -1% | Sep 2024 |
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Steele Capital Management | 2.0M | $143M | 1% | Sep 2024 |
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Glassman Wealth Services | 1.5M | $108M | 1% | Sep 2024 |
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Envestnet Asset Management | 1.5M | $106M | 14% | Sep 2024 |
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Cornerstone Planning Group | 1.3M | $31M | 100% | Sep 2024 |
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Callan Capital | 1.2M | $88M | 0% | Sep 2024 |
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Morgan Stanley | 1.2M | $81M | 3% | Jun 2024 |
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Bank of America Corporation | 1.1M | $76M | 14% | Sep 2024 |
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Charles Schwab Trust | 899k | $65M | 6% | Sep 2024 |
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Financial Strategies Group | 843k | $20M | 202% | Sep 2024 |
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Lee Financial | 836k | $56M | 3% | Jun 2024 |
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Kelman-Lazarov | 810k | $58M | 1% | Sep 2024 |
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Gemmer Asset Management | 790k | $57M | 2% | Sep 2024 |
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Cetera Investment Advisers | 748k | $50M | 11% | Jun 2024 |
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Private Advisor | 692k | $50M | 0% | Sep 2024 |
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Bell Investment Advisors | 685k | $49M | -6% | Sep 2024 |
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Reston Wealth Management | 674k | $48M | 3% | Sep 2024 |
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Ashford Advisors | 670k | $48M | 0% | Sep 2024 |
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Advisor Group Holdings | 624k | $45M | 73% | Sep 2024 |
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Cambridge Investment Research Advisors | 589k | $42M | -3% | Sep 2024 |
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Tanglewood Wealth Management | 588k | $42M | -2% | Sep 2024 |
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Koesten, Hirschmann & Crabtree | 571k | $41M | -2% | Sep 2024 |
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LPL Financial | 512k | $37M | 9% | Sep 2024 |
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HighTower Advisors | 495k | $33M | 3% | Jun 2024 |
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ALPS Advisors | 484k | $35M | -30% | Sep 2024 |
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Commonwealth Equity Services | 480k | $34M | 13% | Sep 2024 |
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Kestra Advisory Services | 467k | $34M | 12% | Sep 2024 |
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Leonard Rickey Investment Advisors P | 456k | $33M | 1% | Sep 2024 |
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Prairiewood Capital | 441k | $32M | 7% | Sep 2024 |
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Creative Planning | 440k | $32M | 2% | Sep 2024 |
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Kavar Capital Partners Group | 439k | $32M | 1% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 438k | $31M | 4% | Sep 2024 |
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Pallas Capital Advisors | 409k | $9.8M | 189% | Sep 2024 |
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Resonant Capital Advisors | 403k | $29M | 3% | Sep 2024 |
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Oxford Financial | 387k | $28M | -5% | Sep 2024 |
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Mariner Wealth Advisors | 357k | $26M | 3% | Sep 2024 |
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Colony | 350k | $25M | 34% | Sep 2024 |
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Planned Solutions | 345k | $25M | 1% | Sep 2024 |
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CI Private Wealth | 332k | $24M | 0% | Sep 2024 |
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Gratus Capital | 322k | $22M | 1% | Jun 2024 |
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Ohe Financial | 321k | $23M | -15% | Sep 2024 |
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Archford Capital Strategies | 318k | $7.7M | 212% | Sep 2024 |
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Allen Wealth Management | 313k | $22M | 100% | Sep 2024 |
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Solitude Financial Services | 301k | $22M | 1% | Sep 2024 |
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Bartlett & Co. Wealth Management | 293k | $21M | 1% | Sep 2024 |
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Haverford Trust Company | 282k | $20M | 1% | Sep 2024 |
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Washington Trust Advisors | 270k | $19M | -4% | Sep 2024 |
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Moller Financial Services | 265k | $19M | 0% | Sep 2024 |
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Firestone Capital Management | 260k | $17M | 2% | Jun 2024 |
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Your Advocates | 243k | $18M | -2% | Sep 2024 |
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Zrc Wealth Management | 243k | $18M | 1% | Sep 2024 |
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Quadcap Wealth Management | 240k | $17M | 56% | Sep 2024 |
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Cabot Money Management | 222k | $16M | -2% | Sep 2024 |
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Certified Advisory Corp | 210k | $15M | 19% | Sep 2024 |
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Burt Wealth Advisors | 204k | $15M | -2% | Sep 2024 |
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Royal Bank of Canada | 201k | $15M | 11% | Sep 2024 |
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Consolidated Planning Corp | 199k | $14M | 0% | Sep 2024 |
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Strata Wealth Advisors | 199k | $14M | 1% | Sep 2024 |
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David J.Sculati | 194k | $14M | 1% | Sep 2024 |
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Systelligence | 194k | $14M | -1% | Sep 2024 |
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TruNorth Capital Management | 192k | $14M | 4% | Sep 2024 |
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Resources Investment Advisors | 190k | $14M | -2% | Sep 2024 |
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Pasadena Private Wealth | 189k | $14M | -3% | Sep 2024 |
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Tradition Wealth Management | 182k | $13M | 3% | Sep 2024 |
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Stage Harbor Financial | 181k | $4.4M | 196% | Sep 2024 |
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Wealth Forward | 172k | $12M | -1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 169k | $11M | 3% | Jun 2024 |
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Opes Wealth Management | 163k | $12M | -1% | Sep 2024 |
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Eagle Strategies | 162k | $12M | 198% | Sep 2024 |
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Zimmermann Investment Management & Planning | 157k | $11M | 130% | Sep 2024 |
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HPM Partners | 153k | $11M | -5% | Sep 2024 |
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Urban Financial Advisory Corp | 150k | $11M | 79% | Sep 2024 |
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Northland Capital Management | 149k | $11M | 11% | Sep 2024 |
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U.S. Capital Wealth Advisors | 146k | $11M | 18% | Sep 2024 |
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Cobblestone Capital Advisors | 146k | $11M | -3% | Sep 2024 |
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Manning & Napier Advisors | 144k | $10M | 1104% | Sep 2024 |
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Paradigm Financial Partners | 144k | $3.6M | 206% | Sep 2024 |
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Cedar Point Capital Partners | 143k | $10M | -4% | Sep 2024 |
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RHS Financial | 143k | $10M | -5% | Sep 2024 |
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Aspire Wealth Management Corp | 143k | $10M | 12% | Sep 2024 |
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American Trust | 142k | $10M | -7% | Sep 2024 |
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Legend Financial Advisors | 138k | $9.9M | -1% | Sep 2024 |
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Sterling Financial Planning | 136k | $9.7M | 0% | Sep 2024 |
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Masso Torrence Wealth Management | 135k | $9.0M | 4% | Jun 2024 |
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Nicholas Hoffman & Company | 131k | $9.4M | 3% | Sep 2024 |
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Arlington Financial Advisors | 130k | $9.3M | -1% | Sep 2024 |
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Lakewood Asset Management | 123k | $8.8M | 2% | Sep 2024 |
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Synovus Financial Corp. | 119k | $8.5M | 93% | Sep 2024 |
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Arete Wealth Advisors | 118k | $8.4M | 39% | Sep 2024 |
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Lowery Thomas | 117k | $8.4M | 7% | Sep 2024 |
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Bruce G. Allen Investments | 113k | $8.1M | 0% | Sep 2024 |
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Verum Partners | 111k | $7.9M | -8% | Sep 2024 |
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Ironwood Investment Counsel | 109k | $7.8M | 17% | Sep 2024 |
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P.J. Schmidt Investment Management | 109k | $7.8M | 3% | Sep 2024 |
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Raymond James Financial Services Advisors | 106k | $7.6M | -5% | Sep 2024 |
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MAI Wealth Advisors | 106k | $7.6M | 1% | Sep 2024 |
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AlTi Global | 105k | $7.5M | -6% | Sep 2024 |
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Access Financial Services | 105k | $7.5M | 3% | Sep 2024 |
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Milestone Investment Advisors | 105k | $7.5M | 6% | Sep 2024 |
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Kingsview Wealth Management | 101k | $7.2M | 7% | Sep 2024 |
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Bryn Mawr Trust | 100k | $7.2M | 100% | Sep 2024 |
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Rollins Financial Advisors | 99k | $7.1M | 18% | Sep 2024 |
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Mml Investors Services | 96k | $6.9M | 5% | Sep 2024 |
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Foster & Motley | 96k | $6.9M | -2% | Sep 2024 |
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AA Financial Advisors | 94k | $6.7M | 2% | Sep 2024 |
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Journey Advisory Group | 94k | $6.3M | -3% | Sep 2024 |
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Leavell Investment Management | 93k | $6.7M | 7% | Sep 2024 |
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Peapack Gladstone Financial Corp | 92k | $6.6M | 3% | Sep 2024 |
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Principal Securities | 90k | $6.5M | 16% | Sep 2024 |
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Signal Advisors Wealth | 87k | $6.2M | 100% | Sep 2024 |
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Toron Capital Markets | 87k | $6.2M | 2% | Sep 2024 |
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Pacific Wealth Strategies Group | 87k | $6.2M | 7% | Sep 2024 |
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Foguth Wealth Management | 86k | $6.1M | 30% | Sep 2024 |
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Alhambra Investment Partners | 83k | $6.0M | 16% | Sep 2024 |
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Darrow Company | 80k | $5.7M | 14% | Sep 2024 |
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Red Tortoise | 74k | $5.3M | 1% | Sep 2024 |
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Mercer Global Advisors | 73k | $4.9M | 12% | Jun 2024 |
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Guardian Financial Partners | 69k | $5.0M | 7% | Sep 2024 |
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Cowa | 68k | $4.9M | 94% | Sep 2024 |
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Collective Family Office | 68k | $4.8M | 2% | Sep 2024 |
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CVA Family Office | 67k | $4.8M | -2% | Sep 2024 |
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Streettalk Advisors | 67k | $4.8M | 0% | Sep 2024 |
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Burns Wealth Management | 66k | $4.7M | -4% | Sep 2024 |
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Droms Strauss Advisors | 66k | $4.7M | 0% | Sep 2024 |
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Gotham Asset Management | 65k | $4.7M | 30% | Sep 2024 |
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Asset Allocation Strategies | 64k | $4.6M | 459% | Sep 2024 |
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Shakespeare Wealth Management | 63k | $4.5M | -6% | Sep 2024 |
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Main Street Financial Solutions | 63k | $4.5M | 295% | Sep 2024 |
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Capasso Planning Partners | 63k | $4.5M | -18% | Sep 2024 |
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Thoroughbred Financial Services | 63k | $4.5M | 4% | Sep 2024 |
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R. W. Roge & Company | 60k | $4.3M | -2% | Sep 2024 |
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Baker Ellis Asset Management | 58k | $4.2M | 0% | Sep 2024 |
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Roof Eidam & Maycock | 56k | $4.1M | 33% | Sep 2024 |
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JJJ Advisors | 56k | $3.7M | 1% | Jun 2024 |
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Sebold Capital Management | 54k | $3.9M | -4% | Sep 2024 |
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Pennsylvania Capital Management | 53k | $3.8M | 10% | Sep 2024 |
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AdvisorNet Financial | 53k | $3.8M | 1% | Sep 2024 |
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Fca Corp | 49k | $3.5M | 12% | Sep 2024 |
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Schrum Private Wealth Management | 48k | $3.5M | 100% | Sep 2024 |
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Chicago Partners Investment | 47k | $1.1M | 193% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 47k | $3.4M | 4% | Sep 2024 |
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Fifth Third Securities | 46k | $3.3M | 1% | Sep 2024 |
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Great Valley Advisor Group | 45k | $3.3M | 97% | Sep 2024 |
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Wells Fargo & Company | 44k | $3.2M | 8% | Sep 2024 |
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True North Advisors | 44k | $3.2M | -1% | Sep 2024 |
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Raymond James & Associates | 43k | $3.1M | -3% | Sep 2024 |
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Jpmorgan Chase & Co | 34k | $2.4M | -37% | Sep 2024 |
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Personal Resources Investment & Strategic Management | 9.9k | $708k | -94% | Sep 2024 |
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Who sold out of Sch Fnd Us Lg Etf schwb fdt us lg?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Strategic Financial Concepts | Jun 2024 | 96k | $1.4M |