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
Download as csv
Download as Excel
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 | 409M | $11B | 2% | Sep 2025 |
|
| Captrust Financial Advisors | 16M | $400M | 5% | Jun 2025 |
|
| Boulay Financial Advisors | 8.8M | $231M | 3% | Sep 2025 |
|
| McAdam | 8.8M | $230M | 6% | Sep 2025 |
|
| Ameriprise Financial | 8.1M | $199M | 5% | Jun 2025 |
|
| Signature Estate and Investment Advisors | 7.9M | $207M | 1% | Sep 2025 |
|
| Envestnet Asset Management | 6.4M | $157M | 68% | Jun 2025 |
|
| Steele Capital Management | 6.1M | $159M | 0% | Sep 2025 |
|
| Northwest Bancshares | 5.8M | $143M | 0% | Jun 2025 |
|
| Morgan Stanley | 4.7M | $116M | 100% | Jun 2025 |
|
| Glassman Wealth Services | 4.7M | $123M | 1% | Sep 2025 |
|
| LPL Financial | 3.5M | $87M | 38% | Jun 2025 |
|
| Cetera Investment Advisers | 3.4M | $84M | 21% | Jun 2025 |
|
| AlphaCore Capital | 3.4M | $83M | 24845% | Jun 2025 |
|
| Quadrant Capital | 3.1M | $77M | -28% | Jun 2025 |
|
| Charles Schwab Trust | 3.1M | $80M | 6% | Sep 2025 |
|
| Clark Capital Management Group | 3.0M | $73M | 127% | Jun 2025 |
|
| Gemmer Asset Management | 2.7M | $70M | 2% | Sep 2025 |
|
| UBS Group | 2.6M | $64M | 8% | Jun 2025 |
|
| Lee Financial | 2.4M | $59M | -3% | Jun 2025 |
|
| Reston Wealth Management | 2.3M | $62M | 2% | Sep 2025 |
|
| Kelman-Lazarov | 2.3M | $62M | 0% | Sep 2025 |
|
| Bell Investment Advisors | 2.1M | $52M | 0% | Jun 2025 |
|
| Private Advisor | 2.1M | $50M | -1% | Jun 2025 |
|
| Ashford Advisors | 2.0M | $49M | -1% | Jun 2025 |
|
| Commonwealth Equity Services | 1.9M | $50M | -7% | Sep 2025 |
|
| BlueStem Wealth Partners | 1.9M | $50M | -46% | Sep 2025 |
|
| Advisor Group Holdings | 1.9M | $46M | -20% | Jun 2025 |
|
| Koesten, Hirschmann & Crabtree | 1.8M | $48M | 0% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 1.8M | $46M | 4% | Sep 2025 |
|
| Prairiewood Capital | 1.7M | $45M | 10% | Sep 2025 |
|
| HighTower Advisors | 1.7M | $42M | 7% | Jun 2025 |
|
| Kavar Capital Partners Group | 1.5M | $40M | 4% | Sep 2025 |
|
| Leonard Rickey Investment Advisors P | 1.4M | $38M | 0% | Sep 2025 |
|
| Colony | 1.4M | $35M | -1% | Jun 2025 |
|
| Creative Planning | 1.4M | $33M | -5% | Jun 2025 |
|
| Resonant Capital Advisors | 1.3M | $32M | 5% | Jun 2025 |
|
| Fortis Capital Advisors | 1.3M | $34M | 5% | Sep 2025 |
|
| Ptm Wealth Management | 1.3M | $34M | 4% | Sep 2025 |
|
| Belpointe Asset Management | 1.2M | $31M | -2% | Jun 2025 |
|
| Tanglewood Wealth Management | 1.2M | $32M | 0% | Sep 2025 |
|
| Mariner Wealth Advisors | 1.1M | $27M | 6% | Jun 2025 |
|
| Planned Solutions | 1.1M | $28M | 0% | Sep 2025 |
|
| Oxford Financial | 1.1M | $26M | -4% | Jun 2025 |
|
| Eagle Strategies | 1.0M | $27M | 75% | Sep 2025 |
|
| Haverford Trust Company | 982k | $24M | 0% | Jun 2025 |
|
| Allen Wealth Management | 971k | $26M | 2% | Sep 2025 |
|
| Great Valley Advisor Group | 967k | $24M | 36% | Jun 2025 |
|
| Solitude Financial Services | 959k | $24M | 5% | Jun 2025 |
|
| Bartlett & Co. Wealth Management | 952k | $25M | 1% | Sep 2025 |
|
| Moller Financial Services | 939k | $25M | 7% | Sep 2025 |
|
| CI Private Wealth | 910k | $22M | -3% | Jun 2025 |
|
| Richardson Capital Management | 872k | $23M | 409338% | Sep 2025 |
|
| Financial Strategies Group | 858k | $21M | 4% | Jun 2025 |
|
| Consolidated Planning Corp | 845k | $22M | 2% | Sep 2025 |
|
| Davenport & Co | 827k | $22M | 122% | Sep 2025 |
|
| TruNorth Capital Management | 801k | $21M | 5% | Sep 2025 |
|
| Certified Advisory Corp | 793k | $20M | 6% | Jun 2025 |
|
| Firestone Capital Management | 764k | $19M | -1% | Jun 2025 |
|
| Your Advocates | 760k | $20M | 0% | Sep 2025 |
|
| Washington Trust Advisors | 758k | $20M | -3% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 752k | $18M | -2% | Jun 2025 |
|
| Zrc Wealth Management | 745k | $20M | 2% | Sep 2025 |
|
| Principal Securities | 681k | $18M | -1% | Sep 2025 |
|
| Cabot Money Management | 663k | $17M | 1% | Sep 2025 |
|
| Burt Wealth Advisors | 652k | $17M | -1% | Sep 2025 |
|
| Ohe Financial | 644k | $17M | -2% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 635k | $17M | 27% | Sep 2025 |
|
| U.S. Capital Wealth Advisors | 624k | $16M | -2% | Sep 2025 |
|
| Sellwood Investment Partners | 617k | $15M | 100% | Jun 2025 |
|
| Envision Financial | 611k | $16M | 3% | Sep 2025 |
|
| Royal Bank of Canada | 594k | $15M | -12% | Jun 2025 |
|
| Urban Financial Advisory Corp | 593k | $15M | 16% | Jun 2025 |
|
| David J.Sculati | 589k | $16M | 0% | Sep 2025 |
|
| EP Wealth Advisors | 574k | $14M | 665% | Jun 2025 |
|
| Strata Wealth Advisors | 569k | $15M | -12% | Sep 2025 |
|
| Tradition Wealth Management | 564k | $14M | 1% | Jun 2025 |
|
| Northland Capital Management | 557k | $15M | 14% | Sep 2025 |
|
| Raymond James Financial | 551k | $14M | 2% | Jun 2025 |
|
| Wealth Forward | 546k | $14M | 11% | Sep 2025 |
|
| Resources Investment Advisors | 545k | $13M | 0% | Jun 2025 |
|
| Archford Capital Strategies | 542k | $14M | 119% | Sep 2025 |
|
| HPM Partners | 540k | $14M | -3% | Sep 2025 |
|
| Pasadena Private Wealth | 537k | $14M | -20% | Sep 2025 |
|
| Asset Allocation Strategies | 525k | $14M | 10% | Sep 2025 |
|
| Opes Wealth Management | 480k | $12M | 100% | Jun 2025 |
|
| American Trust | 480k | $12M | 100% | Jun 2025 |
|
| Ironwood Investment Counsel | 477k | $13M | 5% | Sep 2025 |
|
| Congress Wealth Management LLC / DE / | 471k | $12M | -2% | Jun 2025 |
|
| MAI Wealth Advisors | 458k | $12M | 19% | Sep 2025 |
|
| Gotham Asset Management | 456k | $11M | 30% | Jun 2025 |
|
| Access Financial Services | 452k | $12M | -3% | Sep 2025 |
|
| Sterling Financial Planning | 424k | $11M | -2% | Sep 2025 |
|
| Cedar Point Capital Partners | 424k | $11M | 1% | Sep 2025 |
|
| Arete Wealth Advisors | 418k | $11M | -7% | Sep 2025 |
|
| FMR | 415k | $10M | 14% | Jun 2025 |
|
| Nicholson Meyer Capital Management | 414k | $11M | -1% | Sep 2025 |
|
| Nicholas Hoffman & Company | 413k | $11M | 2% | Sep 2025 |
|
| Cobblestone Capital Advisors | 411k | $11M | -1% | Sep 2025 |
|
| Pallas Capital Advisors | 410k | $10M | 0% | Jun 2025 |
|
| Peapack Gladstone Financial Corp | 408k | $10M | 41% | Jun 2025 |
|
| Alhambra Investment Partners | 406k | $11M | 0% | Sep 2025 |
|
| Mml Investors Services | 403k | $9.9M | 16% | Jun 2025 |
|
| Park Avenue Securities | 388k | $10M | 10% | Sep 2025 |
|
| Legend Financial Advisors | 382k | $10M | 0% | Sep 2025 |
|
| Quadcap Wealth Management | 379k | $9.3M | 3% | Jun 2025 |
|
| Arlington Financial Advisors | 377k | $9.9M | 0% | Sep 2025 |
|
| Highline Wealth Partners | 376k | $9.9M | 4% | Sep 2025 |
|
| Lowery Thomas | 372k | $9.8M | 6% | Sep 2025 |
|
| Jones Financial Companies, L.L | 359k | $9.4M | 13% | Sep 2025 |
|
| Pennsylvania Capital Management | 356k | $8.7M | -1% | Jun 2025 |
|
| Bruce G. Allen Investments | 352k | $8.6M | -1% | Jun 2025 |
|
| Bnp Paribas Arbitrage, Snc | 350k | $8.6M | 1346092% | Jun 2025 |
|
| Merit Financial Group | 347k | $9.1M | -7% | Sep 2025 |
|
| Kestra Advisory Services | 344k | $8.4M | -52% | Jun 2025 |
|
| Lakewood Asset Management | 340k | $9.0M | 2% | Sep 2025 |
|
| AlTi Global | 332k | $8.2M | 0% | Jun 2025 |
|
| Milestone Investment Advisors | 332k | $8.1M | 1% | Jun 2025 |
|
| Bryn Mawr Trust | 320k | $8.4M | 7% | Sep 2025 |
|
| RHS Financial | 310k | $8.2M | -5% | Sep 2025 |
|
| Guardian Financial Partners | 294k | $7.7M | 1% | Sep 2025 |
|
| Darrow Company | 285k | $7.5M | 12% | Sep 2025 |
|
| Leavell Investment Management | 282k | $7.4M | -2% | Sep 2025 |
|
| Mercer Global Advisors | 281k | $6.9M | 2% | Jun 2025 |
|
| Collective Family Office | 279k | $7.3M | 2% | Sep 2025 |
|
| Rollins Financial Advisors | 278k | $7.3M | -2% | Sep 2025 |
|
| Foster & Motley | 277k | $7.3M | 4% | Sep 2025 |
|
| Integrity Alliance | 264k | $6.5M | 0% | Jun 2025 |
|
| Journey Advisory Group | 261k | $6.4M | -3% | Jun 2025 |
|
| Red Tortoise | 258k | $6.8M | 4% | Sep 2025 |
|
| P.J. Schmidt Investment Management | 247k | $6.5M | -8% | Sep 2025 |
|
| Verum Partners | 243k | $6.4M | -4% | Sep 2025 |
|
| Wingate Wealth Advisors | 240k | $6.3M | 15% | Sep 2025 |
|
| Toron Capital Markets | 231k | $5.7M | -13% | Jun 2025 |
|
| BKA Wealth Consulting | 225k | $5.9M | 24% | Sep 2025 |
|
| Avant Capital | 223k | $5.9M | 1% | Sep 2025 |
|
| Eq Wealth Advisors | 203k | $5.3M | 0% | Sep 2025 |
|
| Magnolia Private Wealth | 201k | $5.3M | -10% | Sep 2025 |
|
| Synovus Financial Corp. | 201k | $5.3M | 6% | Sep 2025 |
|
| Baker Ellis Asset Management | 200k | $5.3M | 1% | Sep 2025 |
|
| Quantinno Capital Management | 196k | $4.8M | 6% | Jun 2025 |
|
| Blueprint Financial Advisors | 193k | $4.7M | 100% | Jun 2025 |
|
| Kingsview Wealth Management | 191k | $5.0M | -34% | Sep 2025 |
|
| CVA Family Office | 189k | $4.6M | -4% | Jun 2025 |
|
| Burns Wealth Management | 189k | $5.0M | -1% | Sep 2025 |
|
| Droms Strauss Advisors | 188k | $4.9M | -1% | Sep 2025 |
|
| Streettalk Advisors | 187k | $4.6M | -10% | Jun 2025 |
|
| Systelligence | 182k | $4.5M | -59% | Jun 2025 |
|
| Stage Harbor Financial | 180k | $4.4M | 0% | Jun 2025 |
|
| BCS Wealth Management | 178k | $4.7M | 22% | Sep 2025 |
|
| Main Street Financial Solutions | 165k | $4.0M | -9% | Jun 2025 |
|
| Cowa | 130k | $3.4M | -41% | Sep 2025 |
|
| Sontag Advisory | 96k | $2.3M | -57% | Jun 2025 |
|
| Foguth Wealth Management | 74k | $1.8M | -69% | Jun 2025 |
|
| Cornerstone Planning Group | 186.00 | $4.7k | -100% | Sep 2025 |
|