Who owns Sch Fnd Us Lg Etf schwb fdt us lg?

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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 Advisory 126M $7.8B 1% Dec 2023
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Captrust Financial Advisors 2.8M $174M 278% Dec 2023
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Signature Estate and Investment Advisors 2.7M $168M 3% Dec 2023
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McAdam 2.4M $151M 4% Dec 2023
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Northwest Bancshares 2.0M $127M 3% Dec 2023
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Steele Capital Management 1.9M $119M 100% Dec 2023
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Glassman Wealth Services 1.5M $91M 1% Dec 2023
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Callan Capital 1.2M $75M 10% Dec 2023
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Bank of America Corporation 940k $58M 22% Dec 2023
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Charles Schwab Trust 851k $57M 13% Mar 2024
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Lee Financial 816k $51M 1% Dec 2023
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Kelman-Lazarov 794k $49M 0% Dec 2023
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Kavar Capital Partners Group 784k $49M 108% Dec 2023
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Gemmer Asset Management 728k $45M 1% Dec 2023
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Bell Investment Advisors 723k $45M 8% Dec 2023
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ALPS Advisors 708k $44M 0% Dec 2023
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Tanglewood Wealth Management 661k $41M 29% Dec 2023
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Private Advisor 657k $41M -1% Dec 2023
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Reston Wealth Management 636k $39M -1% Dec 2023
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Advisor Group Holdings 622k $39M -7% Dec 2023
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Koesten, Hirschmann & Crabtree 596k $37M -2% Dec 2023
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Ashford Advisors 571k $35M -1% Dec 2023
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Cambridge Investment Research Advisors 550k $34M -1% Dec 2023
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UBS Group 503k $31M 8% Dec 2023
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HighTower Advisors 473k $29M 5% Dec 2023
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Leonard Rickey Investment Advisors P 436k $27M 3% Dec 2023
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Creative Planning 421k $26M 0% Dec 2023
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Lincoln National 390k $24M -1% Dec 2023
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Prairiewood Capital 375k $23M 9% Dec 2023
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Resonant Capital Advisors 365k $23M 2% Dec 2023
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Arlington Financial Advisors 352k $22M 0% Dec 2023
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Commonwealth Equity Services 350k $22M 8% Dec 2023
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Planned Solutions 341k $21M 0% Dec 2023
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CI Private Wealth 321k $20M -1% Dec 2023
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Financial Strategies Group 305k $19M 0% Dec 2023
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Washington Trust Advisors 297k $18M -7% Dec 2023
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Kestra Advisory Services 293k $18M -2% Dec 2023
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Bartlett & Co. 274k $17M 2% Dec 2023
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Bartlett & Co. Wealth Management 274k $17M 2% Dec 2023
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Your Advocates 273k $17M -25% Dec 2023
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Moller Financial Services 265k $18M -4% Mar 2024
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Tradition Wealth Management 263k $16M 11% Dec 2023
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Firestone Capital Management 254k $16M 0% Dec 2023
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Cabot Money Management 248k $15M 0% Dec 2023
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Haverford Trust Company 241k $15M 10% Dec 2023
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Mariner Wealth Advisors 227k $14M 17% Dec 2023
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Zrc Wealth Management 220k $12M 0% Dec 2023
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Burt Wealth Advisors 212k $13M 1% Dec 2023
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Pasadena Private Wealth 203k $14M -8% Mar 2024
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Royal Bank of Canada 203k $13M -11% Dec 2023
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Consolidated Planning Corp 197k $12M 3% Dec 2023
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AE Wealth Management 196k $12M 212% Dec 2023
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Systelligence 195k $13M -1% Mar 2024
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Strata Wealth Advisors 195k $12M 958% Dec 2023
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David J.Sculati 185k $12M 2% Dec 2023
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Personal Resources Investment & Strategic Management 177k $12M 3% Mar 2024
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Opes Wealth Management 174k $11M -5% Dec 2023
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HPM Partners 172k $11M 445% Dec 2023
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Wealth Forward 168k $10M 100% Dec 2023
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Wealth Enhancement Advisory Services 164k $11M 67% Mar 2024
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RHS Financial 163k $10M 2% Dec 2023
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Cobblestone Capital Advisors 155k $9.6M -1% Dec 2023
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Eagle Strategies 151k $9.3M 3% Dec 2023
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Cedar Point Capital Partners 147k $9.1M 100% Dec 2023
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Zimmermann Investment Management & Planning 145k $9.0M 23% Dec 2023
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Pallas Capital Advisors 143k $9.6M -4% Mar 2024
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Sterling Financial Planning 139k $8.6M 1% Dec 2023
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Northland Capital Management 133k $8.2M 1% Dec 2023
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AlTi Global 131k $8.1M 100% Dec 2023
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Legend Financial Advisors 131k $8.1M -1% Dec 2023
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U.S. Capital Wealth Advisors 130k $8.0M 150% Dec 2023
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Masso Torrence Wealth Management 120k $7.4M 100% Dec 2023
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Bruce G. Allen Investments 115k $7.8M 34% Mar 2024
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Verum Partners 114k $7.1M 38% Dec 2023
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GW & Wade 103k $6.4M 8% Dec 2023
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Journey Advisory Group 101k $6.2M -1% Dec 2023
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Nicholas Hoffman & Company 101k $6.2M 14% Dec 2023
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P.J. Schmidt Investment Management 99k $6.2M -1% Dec 2023
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Lakewood Asset Management 98k $6.1M 66% Dec 2023
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Principal Securities 98k $6.1M 100% Dec 2023
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Access Financial Services 97k $6.0M 23% Dec 2023
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Kingsview Wealth Management 97k $6.0M -1% Dec 2023
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Foster & Motley 92k $5.7M 5% Dec 2023
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Certified Advisory Corp 91k $5.6M 10% Dec 2023
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Raymond James Financial Services Advisors 89k $5.5M 77% Dec 2023
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Quadcap Wealth Management 88k $5.5M 100% Dec 2023
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Toron Capital Markets 86k $5.3M 1% Dec 2023
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Leavell Investment Management 82k $5.1M 3% Dec 2023
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Arete Wealth Advisors 80k $4.9M 1319% Dec 2023
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Absolute Capital Management 79k $4.9M 100% Dec 2023
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Mercer Global Advisors 77k $4.8M 80% Dec 2023
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Pacific Wealth Strategies Group 76k $4.7M 3% Dec 2023
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CGC Financial Services 75k $4.7M 100% Dec 2023
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Red Tortoise 74k $4.6M 8% Dec 2023
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Ironwood Investment Counsel 73k $4.5M 2% Dec 2023
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Great Valley Advisor Group 72k $4.4M -32% Dec 2023
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R. W. Roge & Company 67k $4.1M 0% Dec 2023
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CVA Family Office 67k $4.1M 1% Dec 2023
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Droms Strauss Advisors 67k $4.1M -1% Dec 2023
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Aspire Wealth Management Corp 66k $4.1M 65% Dec 2023
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Collective Family Office 62k $4.2M -10% Mar 2024
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Streettalk Advisors 61k $3.8M 2% Dec 2023
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Sebold Capital Management 59k $4.0M -2% Mar 2024
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Paradigm Financial Partners 59k $3.6M 12% Dec 2023
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Rollins Financial 58k $3.6M 17% Dec 2023
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Guardian Financial Partners 56k $3.5M 21% Dec 2023
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Baystate Wealth Management 55k $3.4M -6% Dec 2023
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JJJ Advisors 55k $3.7M 15% Mar 2024
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Pennsylvania Capital Management 55k $3.4M 100% Dec 2023
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Signal Advisors Wealth 54k $3.7M 100% Mar 2024
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AdvisorNet Financial 51k $3.5M 7% Mar 2024
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Baker Ellis Asset Management 49k $3.0M 815% Dec 2023
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Cowa 46k $2.8M 1% Dec 2023
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True North Advisors 46k $3.1M 22% Mar 2024
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Darrow Company 45k $2.8M 5% Dec 2023
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Fca Corp 45k $2.8M -1% Dec 2023
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Roof Eidam & Maycock 45k $2.8M -8% Dec 2023
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Thoroughbred Financial Services 44k $2.7M 47% Dec 2023
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Raymond James & Associates 44k $2.7M -14% Dec 2023
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Cambridge Advisors 41k $2.7M 1% Mar 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 40k $2.5M 18% Dec 2023
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FRG Family Wealth Advisors 40k $2.5M 3% Dec 2023
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Meridian Wealth Management 40k $2.5M -50% Dec 2023
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Wells Fargo & Company 40k $2.5M -11% Dec 2023
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Johnson Bixby & Associates 39k $2.4M -11% Dec 2023
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Tempus Wealth Planning 38k $2.4M 12% Dec 2023
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Sontag Advisory 37k $2.3M -20% Dec 2023
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Milestone Investment Advisors 37k $2.3M 3% Dec 2023
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Austin Private Wealth 37k $2.4M 0% Mar 2024
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Lodestar Private Asset Management 36k $2.2M 51% Dec 2023
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Gratus Capital 35k $2.2M -22% Dec 2023
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Avestar Capital 34k $2.1M 100% Dec 2023
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Whitener Capital Management 33k $2.1M -1% Dec 2023
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Prospera Financial Services 32k $2.0M 7% Dec 2023
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Savant Capital Management 32k $2.0M 33% Dec 2023
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Sequoia Financial Advisors 32k $2.0M 28% Dec 2023
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Valeo Financial Advisors 31k $1.9M -5% Dec 2023
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Park Avenue Securities 30k $2.0M -30% Mar 2024
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Archford Capital Strategies 30k $1.9M 100% Dec 2023
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First National Corp 30k $1.8M 0% Mar 2024
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PFG Advisors 30k $1.8M 1% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 29k $1.8M -5% Dec 2023
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Valley National Advisers 29k $1.8M -3% Dec 2023
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BCS Wealth Management 26k $1.6M 2% Dec 2023
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Asset Planning Corporation 26k $1.6M -1% Dec 2023
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Future Financial Wealth Managment 26k $1.7M 3% Mar 2024
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Yoder Wealth Management 24k $1.5M -1% Dec 2023
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Schrum Private Wealth Management 24k $1.5M 0% Dec 2023
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Jpmorgan Chase & Co 24k $1.5M 682% Dec 2023
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Nalls Sherbakoff Group 24k $1.5M 0% Dec 2023
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Continuum Advisory 24k $1.5M -11% Dec 2023
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Quadrant Capital 23k $1.4M -6% Dec 2023
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