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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Top investors of Sch Fnd Us Lg Etf schwb fdt us lg stock
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 | 413M | $11B | 1% | Dec 2025 |
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| Captrust Financial Advisors | 21M | $582M | 26% | Dec 2025 |
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| Keybank National Association | 13M | $347M | 50% | Mar 2026 |
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| McAdam | 9.2M | $250M | 5% | Dec 2025 |
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| Boulay Financial Advisors | 9.1M | $248M | 4% | Dec 2025 |
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| Ameriprise Financial | 8.5M | $231M | 16% | Dec 2025 |
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| Signature Estate and Investment Advisors | 8.4M | $235M | 5% | Mar 2026 |
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| Steele Capital Management | 6.1M | $166M | 1% | Dec 2025 |
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| Envestnet Asset Management | 5.2M | $140M | -16% | Dec 2025 |
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| LPL Financial | 5.2M | $140M | 13% | Dec 2025 |
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| Glassman Wealth Services | 4.7M | $127M | 0% | Dec 2025 |
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| Northwest Bancshares | 4.1M | $111M | -30% | Dec 2025 |
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| Cetera Investment Advisers | 3.8M | $103M | 7% | Dec 2025 |
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| AlphaCore Capital | 3.5M | $95M | -3% | Dec 2025 |
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| Charles Schwab Trust | 3.2M | $90M | 4% | Mar 2026 |
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| Quadrant Capital | 3.1M | $86M | 0% | Dec 2025 |
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| Gemmer Asset Management | 2.7M | $75M | 1% | Mar 2026 |
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| Bank of New York Mellon | 2.5M | $69M | 3064% | Dec 2025 |
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| Clark Capital Management Group | 2.5M | $67M | -11% | Dec 2025 |
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| Kelman-Lazarov | 2.4M | $64M | 0% | Dec 2025 |
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| UBS Group | 2.3M | $64M | -8% | Dec 2025 |
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| Reston Wealth Management | 2.3M | $65M | -2% | Mar 2026 |
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| Lee Financial | 2.2M | $61M | -6% | Mar 2026 |
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| Bell Investment Advisors | 2.2M | $61M | 8% | Mar 2026 |
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| Creative Planning | 2.1M | $58M | 54% | Dec 2025 |
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| Advisor Group Holdings | 2.1M | $56M | -10% | Dec 2025 |
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| Private Advisor | 2.0M | $56M | 0% | Dec 2025 |
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| BlueStem Wealth Partners | 2.0M | $54M | 4% | Dec 2025 |
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| HighTower Advisors | 1.9M | $53M | 5% | Dec 2025 |
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| Prairiewood Capital | 1.9M | $53M | 5% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.8M | $50M | 5% | Dec 2025 |
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| Ashford Advisors | 1.8M | $50M | -2% | Dec 2025 |
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| Koesten, Hirschmann & Crabtree | 1.7M | $48M | -1% | Mar 2026 |
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| Tanglewood Wealth Management | 1.7M | $47M | 29% | Mar 2026 |
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| Kavar Capital Partners Group | 1.6M | $44M | 1% | Mar 2026 |
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| Cornerstone Planning Group | 1.6M | $44M | 839968% | Dec 2025 |
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| Leonard Rickey Investment Advisors P | 1.5M | $42M | 1% | Mar 2026 |
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| Colony | 1.5M | $40M | 5% | Dec 2025 |
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| Resonant Capital Advisors | 1.4M | $37M | 2% | Dec 2025 |
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| Belpointe Asset Management | 1.3M | $37M | 3% | Dec 2025 |
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| Fortis Capital Advisors | 1.3M | $37M | 3% | Dec 2025 |
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| Commonwealth Equity Services | 1.2M | $33M | -36% | Dec 2025 |
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| Mariner Wealth Advisors | 1.2M | $33M | 5% | Dec 2025 |
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| Old National Trust Company | 1.1M | $31M | 100% | Mar 2026 |
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| Great Valley Advisor Group | 1.1M | $30M | 10% | Dec 2025 |
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| Davenport & Co | 1.1M | $31M | 21% | Mar 2026 |
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| Ptm Wealth Management | 1.1M | $30M | -20% | Mar 2026 |
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| Eagle Strategies | 1.0M | $29M | 1% | Mar 2026 |
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| Planned Solutions | 1.0M | $29M | -1% | Mar 2026 |
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| CI Private Wealth | 958k | $26M | 6% | Dec 2025 |
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| Berman McAleer | 988k | $28M | 100% | Mar 2026 |
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| Oxford Financial | 967k | $26M | -2% | Dec 2025 |
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| Moller Financial Services | 961k | $27M | 4% | Mar 2026 |
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| Solitude Financial Services | 936k | $27M | 2% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 934k | $25M | -2% | Dec 2025 |
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| Allen Wealth Management | 919k | $25M | -5% | Dec 2025 |
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| TruNorth Capital Management | 889k | $25M | 2% | Mar 2026 |
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| Financial Strategies Group | 887k | $25M | 1% | Dec 2025 |
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| Certified Advisory Corp | 882k | $25M | 5% | Mar 2026 |
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| Haverford Trust Company | 875k | $24M | 0% | Dec 2025 |
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| Pasadena Private Wealth | 873k | $24M | -5% | Mar 2026 |
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| Ohe Financial | 854k | $17M | 33% | Dec 2025 |
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| Consolidated Planning Corp | 837k | $23M | -1% | Mar 2026 |
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| Richardson Capital Management | 812k | $22M | -7% | Dec 2025 |
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| Urban Financial Advisory Corp | 794k | $22M | 13% | Dec 2025 |
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| NFP Retirement | 780k | $21M | 188% | Dec 2025 |
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| Firestone Capital Management | 769k | $21M | 0% | Dec 2025 |
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| Merit Financial Group | 750k | $21M | -14% | Mar 2026 |
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| Your Advocates | 746k | $20M | -2% | Dec 2025 |
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| Zrc Wealth Management | 741k | $21M | 1% | Mar 2026 |
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| Washington Trust Advisors | 740k | $21M | -2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 716k | $20M | -2% | Dec 2025 |
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| Cabot Money Management | 706k | $19M | 6% | Dec 2025 |
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| Pennsylvania Capital Management | 672k | $18M | 81% | Dec 2025 |
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| Raymond James Financial | 657k | $18M | 11% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 653k | $18M | 3% | Mar 2026 |
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| Envision Financial | 644k | $18M | -2% | Mar 2026 |
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| VVR Holdings | 643k | $18M | 100% | Mar 2026 |
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| Johnson Bixby & Associates | 638k | $18M | 603% | Mar 2026 |
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| MAI Wealth Advisors | 616k | $17M | 35% | Dec 2025 |
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| Qube Research & Technologies | 613k | $17M | 267% | Dec 2025 |
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| Sellwood Investment Partners | 608k | $17M | 0% | Mar 2026 |
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| David J.Sculati | 605k | $17M | 3% | Mar 2026 |
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| Northland Capital Management | 601k | $17M | -16% | Mar 2026 |
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| Principal Securities | 589k | $16M | -14% | Dec 2025 |
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| EP Wealth Advisors | 584k | $16M | 100% | Dec 2025 |
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| Aufman Associates | 575k | $16M | 489% | Dec 2025 |
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| Tradition Wealth Management | 574k | $16M | 2% | Dec 2025 |
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| Asset Allocation Strategies | 563k | $16M | 2% | Mar 2026 |
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| Strata Wealth Advisors | 554k | $15M | -3% | Dec 2025 |
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| Highline Wealth Partners | 549k | $15M | 42% | Mar 2026 |
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| Wealth Forward | 549k | $15M | 0% | Dec 2025 |
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| Williams Financial | 532k | $15M | -2% | Mar 2026 |
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| HPM Partners | 530k | $14M | -2% | Dec 2025 |
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| Goldman Sachs Group | 499k | $14M | 3687% | Dec 2025 |
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| Access Financial Services | 495k | $14M | 8% | Mar 2026 |
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| Ironwood Investment Counsel | 491k | $13M | 3% | Dec 2025 |
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| Gotham Asset Management | 485k | $13M | 5% | Dec 2025 |
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| Opes Wealth Management | 479k | $13M | 0% | Dec 2025 |
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| Clarkston Capital Partners | 475k | $13M | 119% | Dec 2025 |
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| FMR | 456k | $12M | 7% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 447k | $12M | 3% | Dec 2025 |
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| Mml Investors Services | 446k | $12M | 25% | Dec 2025 |
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| Sterling Financial Planning | 433k | $12M | 2% | Dec 2025 |
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| Alhambra Investment Partners | 429k | $12M | 5% | Mar 2026 |
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| Nicholas Hoffman & Company | 426k | $12M | 3% | Dec 2025 |
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| Quantinno Capital Management | 421k | $12M | 36% | Dec 2025 |
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| Nicholson Meyer Capital Management | 419k | $12M | 0% | Mar 2026 |
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| J.E. Simmons & Co., P.C. | 417k | $12M | 100% | Mar 2026 |
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| Systelligence | 415k | $12M | 18% | Mar 2026 |
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| Pallas Capital Advisors | 409k | $11M | 0% | Mar 2026 |
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| Archford Capital Strategies | 408k | $11M | -16% | Mar 2026 |
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| Cedar Point Capital Partners | 407k | $11M | -4% | Dec 2025 |
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| Equity Wealth Partners | 402k | $11M | 115% | Dec 2025 |
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| Arcadia Investment Advisors | 394k | $11M | 17% | Mar 2026 |
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| American Trust | 393k | $11M | -2% | Dec 2025 |
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| Legend Financial Advisors | 383k | $11M | 0% | Mar 2026 |
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| Mercer Global Advisors | 380k | $10M | 28% | Dec 2025 |
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| Jones Financial Companies, L.L | 380k | $10M | 6% | Dec 2025 |
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| Park Avenue Securities | 378k | $11M | 5% | Mar 2026 |
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| Lakewood Asset Management | 371k | $10M | 5% | Mar 2026 |
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| Lowery Thomas | 367k | $10M | -1% | Dec 2025 |
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| Collective Family Office | 365k | $10M | 7% | Mar 2026 |
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| Bristlecone Value Partners | 360k | $9.8M | 100% | Dec 2025 |
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| Arlington Financial Advisors | 352k | $9.8M | -6% | Mar 2026 |
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| Bruce G. Allen Investments | 351k | $9.6M | -1% | Dec 2025 |
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| Kestra Advisory Services | 350k | $9.5M | -1% | Dec 2025 |
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| Resources Investment Advisors | 343k | $9.3M | -36% | Dec 2025 |
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| AQR Capital Management | 337k | $9.2M | 51% | Dec 2025 |
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| Milestone Investment Advisors | 333k | $9.1M | 0% | Dec 2025 |
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| AlTi Global | 331k | $9.0M | -1% | Dec 2025 |
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| Quadcap Wealth Management | 326k | $8.8M | -2% | Dec 2025 |
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| Foster & Motley | 319k | $8.9M | 13% | Mar 2026 |
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| Guardian Financial Partners | 317k | $8.8M | 5% | Mar 2026 |
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| RHS Financial | 314k | $8.5M | 1% | Dec 2025 |
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| Breakwater Capital Group | 309k | $8.6M | 15% | Mar 2026 |
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| Bryn Mawr Trust | 305k | $8.3M | 2% | Dec 2025 |
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| Leavell Investment Management | 303k | $8.2M | 7% | Dec 2025 |
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| Darrow Company | 293k | $8.1M | 3% | Mar 2026 |
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| Rollins Financial Advisors | 278k | $7.6M | 0% | Dec 2025 |
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| Integrity Alliance | 271k | $7.4M | 2% | Dec 2025 |
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| BCS Wealth Management | 270k | $7.5M | -43% | Mar 2026 |
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| IFC & Insurance Marketing | 265k | $7.4M | 100% | Mar 2026 |
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| Journey Advisory Group | 258k | $7.0M | -1% | Dec 2025 |
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| Red Tortoise | 254k | $7.1M | -1% | Mar 2026 |
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| Wingate Wealth Advisors | 245k | $6.7M | 2% | Dec 2025 |
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| BFI Wealth Solutions | 240k | $6.5M | 100% | Dec 2025 |
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| P.J. Schmidt Investment Management | 237k | $6.4M | -4% | Dec 2025 |
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| BKA Wealth Consulting | 236k | $6.6M | 3% | Mar 2026 |
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| Arete Wealth Advisors | 78k | $2.1M | -81% | Dec 2025 |
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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 |
|---|---|---|---|
| TradeWell Securities | Dec 2025 | 13M | $13M |
| Wealth Enhancement Advisory Services | Dec 2025 | 557k | $16M |