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 Advisory | 128M | $8.6B | 2% | Mar 2024 |
|
| Captrust Financial Advisors | 3.0M | $204M | 7% | Mar 2024 |
|
| McAdam | 2.8M | $184M | 6% | Jun 2024 |
|
| Signature Estate and Investment Advisors | 2.7M | $179M | -2% | Mar 2024 |
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| Ameriprise Financial | 2.5M | $169M | 100% | Mar 2024 |
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| Northwest Bancshares | 2.1M | $141M | 2% | Mar 2024 |
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| Steele Capital Management | 2.0M | $133M | 0% | Jun 2024 |
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| Glassman Wealth Services | 1.5M | $100M | 1% | Mar 2024 |
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| Charles Schwab Investment Management | 1.2M | $81M | 100% | Mar 2024 |
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| Callan Capital | 1.2M | $80M | -2% | Mar 2024 |
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| Morgan Stanley | 1.2M | $79M | 100% | Mar 2024 |
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| Envestnet Asset Management | 1.1M | $76M | 100% | Mar 2024 |
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| Bank of America Corporation | 916k | $62M | -3% | Mar 2024 |
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| Charles Schwab Trust | 851k | $57M | 0% | Jun 2024 |
|
| Lee Financial | 809k | $55M | -1% | Mar 2024 |
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| Kelman-Lazarov | 801k | $54M | 1% | Mar 2024 |
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| Gemmer Asset Management | 772k | $52M | 5% | Jun 2024 |
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| Bell Investment Advisors | 726k | $49M | 0% | Mar 2024 |
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| ALPS Advisors | 696k | $47M | -2% | Mar 2024 |
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| Private Advisor | 682k | $46M | 4% | Mar 2024 |
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| Cetera Investment Advisers | 672k | $45M | 100% | Mar 2024 |
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| Ashford Advisors | 670k | $45M | 1% | Jun 2024 |
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| Reston Wealth Management | 652k | $44M | 2% | Mar 2024 |
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| Tanglewood Wealth Management | 598k | $40M | -9% | Mar 2024 |
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| Cambridge Investment Research Advisors | 583k | $39M | 6% | Mar 2024 |
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| Koesten, Hirschmann & Crabtree | 582k | $39M | -2% | Mar 2024 |
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| UBS Group | 537k | $36M | 7% | Mar 2024 |
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| HighTower Advisors | 483k | $33M | 2% | Mar 2024 |
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| Clark Capital Management Group | 468k | $32M | 100% | Mar 2024 |
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| Leonard Rickey Investment Advisors P | 450k | $30M | 2% | Jun 2024 |
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| Kavar Capital Partners Group | 432k | $29M | 4% | Jun 2024 |
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| LPL Financial | 431k | $29M | 100% | Mar 2024 |
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| Creative Planning | 421k | $28M | 0% | Mar 2024 |
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| Prairiewood Capital | 412k | $28M | 1% | Jun 2024 |
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| Oxford Financial | 409k | $28M | -3% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 404k | $27M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 391k | $26M | 12% | Mar 2024 |
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| Resonant Capital Advisors | 376k | $25M | 3% | Mar 2024 |
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| Ohe Financial | 372k | $25M | 100% | Mar 2024 |
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| Advisor Group Holdings | 361k | $24M | -42% | Mar 2024 |
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| Planned Solutions | 343k | $23M | 0% | Jun 2024 |
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| CI Private Wealth | 332k | $22M | 4% | Mar 2024 |
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| Mariner Wealth Advisors | 331k | $22M | 46% | Mar 2024 |
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| Kestra Advisory Services | 330k | $22M | 13% | Mar 2024 |
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| Gratus Capital | 322k | $22M | 1% | Jun 2024 |
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| Solitude Financial Services | 299k | $20M | 3% | Jun 2024 |
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| Bartlett & Co. Wealth Management | 289k | $19M | 2% | Jun 2024 |
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| Washington Trust Advisors | 282k | $19M | -4% | Jun 2024 |
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| Financial Strategies Group | 279k | $19M | -1% | Jun 2024 |
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| Tradition Wealth Management | 271k | $18M | 3% | Mar 2024 |
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| Moller Financial Services | 265k | $18M | 0% | Jun 2024 |
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| Firestone Capital Management | 256k | $17M | 1% | Mar 2024 |
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| Haverford Trust Company | 249k | $17M | 3% | Mar 2024 |
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| Your Advocates | 242k | $16M | -11% | Mar 2024 |
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| Zrc Wealth Management | 241k | $16M | 3% | Jun 2024 |
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| Cabot Money Management | 226k | $15M | -7% | Jun 2024 |
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| Burt Wealth Advisors | 209k | $14M | -7% | Jun 2024 |
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| Consolidated Planning Corp | 199k | $13M | 1% | Mar 2024 |
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| Strata Wealth Advisors | 198k | $13M | 1% | Mar 2024 |
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| Pasadena Private Wealth | 196k | $13M | -4% | Jun 2024 |
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| Systelligence | 196k | $13M | 0% | Jun 2024 |
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| David J.Sculati | 193k | $13M | 2% | Jun 2024 |
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| Royal Bank of Canada | 188k | $13M | -7% | Mar 2024 |
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| TruNorth Capital Management | 184k | $12M | 3% | Jun 2024 |
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| Personal Resources Investment & Strategic Management | 179k | $12M | 1% | Jun 2024 |
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| Wealth Forward | 173k | $12M | 1% | Jun 2024 |
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| Opes Wealth Management | 170k | $11M | -3% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 169k | $11M | 3% | Jun 2024 |
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| Quadcap Wealth Management | 154k | $10M | 74% | Mar 2024 |
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| Cobblestone Capital Advisors | 154k | $10M | -1% | Mar 2024 |
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| RHS Financial | 150k | $10M | -4% | Jun 2024 |
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| Cedar Point Capital Partners | 150k | $10M | 0% | Jun 2024 |
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| HPM Partners | 149k | $10M | -13% | Mar 2024 |
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| Pallas Capital Advisors | 142k | $9.8M | -1% | Jun 2024 |
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| Sterling Financial Planning | 137k | $9.2M | -2% | Mar 2024 |
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| Masso Torrence Wealth Management | 135k | $9.0M | 4% | Jun 2024 |
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| Northland Capital Management | 134k | $9.0M | 0% | Jun 2024 |
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| Legend Financial Advisors | 134k | $9.0M | 2% | Mar 2024 |
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| Arlington Financial Advisors | 132k | $8.8M | -3% | Jun 2024 |
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| Prudential Financial | 126k | $8.5M | -9% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 124k | $8.3M | 1% | Jun 2024 |
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| Lakewood Asset Management | 121k | $8.1M | 18% | Jun 2024 |
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| Verum Partners | 121k | $8.1M | -17% | Jun 2024 |
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| Colony | 117k | $7.9M | 404% | Mar 2024 |
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| AlTi Global | 116k | $7.8M | -12% | Mar 2024 |
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| Nicholas Hoffman & Company | 113k | $7.6M | 12% | Mar 2024 |
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| Bruce G. Allen Investments | 113k | $7.5M | -2% | Jun 2024 |
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| Raymond James Financial Services Advisors | 112k | $7.5M | -21% | Jun 2024 |
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| Certified Advisory Corp | 109k | $7.3M | 20% | Mar 2024 |
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| Lowery Thomas | 105k | $7.1M | 100% | Mar 2024 |
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| Archford Capital Strategies | 102k | $6.8M | 3% | Jun 2024 |
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| Access Financial Services | 102k | $6.8M | 5% | Jun 2024 |
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| P.J. Schmidt Investment Management | 98k | $6.6M | -1% | Mar 2024 |
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| Journey Advisory Group | 97k | $6.5M | -4% | Mar 2024 |
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| Kingsview Wealth Management | 95k | $6.4M | -2% | Mar 2024 |
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| Foster & Motley | 95k | $6.4M | 2% | Mar 2024 |
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| Aspire Wealth Management Corp | 92k | $6.2M | 41% | Mar 2024 |
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| AA Financial Advisors | 92k | $6.2M | -1% | Jun 2024 |
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| MAI Wealth Advisors | 92k | $6.2M | 1091% | Mar 2024 |
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| Leavell Investment Management | 87k | $5.9M | 0% | Jun 2024 |
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| Peapack Gladstone Financial Corp | 85k | $5.7M | 100% | Mar 2024 |
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| Toron Capital Markets | 85k | $5.7M | 0% | Jun 2024 |
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| Arete Wealth Advisors | 85k | $5.7M | 6% | Mar 2024 |
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| Rollins Financial Advisors | 84k | $5.7M | 100% | Mar 2024 |
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| Mml Investors Services | 81k | $5.5M | 7% | Mar 2024 |
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| Pacific Wealth Strategies Group | 81k | $5.4M | 3% | Jun 2024 |
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| Ironwood Investment Counsel | 81k | $5.4M | 10% | Mar 2024 |
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| Zimmermann Investment Management & Planning | 78k | $5.3M | -46% | Mar 2024 |
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| Red Tortoise | 73k | $4.9M | -1% | Mar 2024 |
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| Burns Wealth Management | 72k | $4.8M | 100% | Mar 2024 |
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| Alhambra Investment Partners | 71k | $4.8M | 212% | Jun 2024 |
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| Darrow Company | 71k | $4.7M | -1% | Jun 2024 |
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| Principal Securities | 69k | $4.6M | -30% | Mar 2024 |
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| CVA Family Office | 68k | $4.6M | 0% | Jun 2024 |
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| Milestone Investment Advisors | 68k | $4.6M | 84% | Mar 2024 |
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| Shakespeare Wealth Management | 67k | $4.5M | 100% | Mar 2024 |
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| Collective Family Office | 66k | $4.4M | 6% | Jun 2024 |
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| Foguth Wealth Management | 66k | $4.4M | 22% | Jun 2024 |
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| Droms Strauss Advisors | 66k | $4.5M | -1% | Mar 2024 |
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| Mercer Global Advisors | 66k | $4.4M | -15% | Mar 2024 |
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| Guardian Financial Partners | 65k | $4.4M | 5% | Jun 2024 |
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| Streettalk Advisors | 63k | $4.2M | 4% | Mar 2024 |
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| R. W. Roge & Company | 63k | $4.2M | -6% | Mar 2024 |
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| Stage Harbor Financial | 61k | $4.1M | 100% | Jun 2024 |
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| Renaissance Technologies | 60k | $4.0M | -2% | Mar 2024 |
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| Sebold Capital Management | 59k | $4.0M | -2% | Mar 2024 |
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| FMR | 58k | $3.9M | 100% | Mar 2024 |
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| Synovus Financial Corp. | 58k | $3.9M | 32% | Mar 2024 |
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| Baker Ellis Asset Management | 58k | $3.9M | 6% | Jun 2024 |
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| JJJ Advisors | 56k | $3.7M | 1% | Jun 2024 |
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| Eagle Strategies | 54k | $3.7M | -64% | Mar 2024 |
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| AdvisorNet Financial | 52k | $3.5M | 2% | Jun 2024 |
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| Pennsylvania Capital Management | 48k | $3.2M | 13% | Jun 2024 |
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| Paradigm Financial Partners | 47k | $3.2M | -19% | Mar 2024 |
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| Thoroughbred Financial Services | 46k | $3.1M | 6% | Mar 2024 |
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| True North Advisors | 46k | $3.1M | 22% | Mar 2024 |
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| Fifth Third Securities | 45k | $3.1M | 79% | Jun 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 45k | $3.0M | 7% | Jun 2024 |
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| Raymond James & Associates | 44k | $3.0M | 1% | Jun 2024 |
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| Fca Corp | 44k | $3.0M | 0% | Mar 2024 |
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| Cowa | 44k | $3.0M | -3% | Mar 2024 |
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| Cambridge Advisors | 44k | $2.9M | 7% | Jun 2024 |
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| Roof Eidam & Maycock | 43k | $2.9M | -3% | Mar 2024 |
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| Focus Financial Network | 43k | $3.0M | 13% | Jun 2024 |
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| Etfidea | 42k | $2.8M | 92% | Mar 2024 |
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| Hartline Investment Corporation | 42k | $2.8M | 100% | Mar 2024 |
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| Wells Fargo & Company | 42k | $2.8M | 5% | Mar 2024 |
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| Cresset Asset Management | 41k | $2.7M | 54% | Mar 2024 |
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| Tempus Wealth Planning | 40k | $2.7M | 2% | Jun 2024 |
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| Global Retirement Partners | 40k | $2.7M | 28% | Jun 2024 |
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| FRG Family Wealth Advisors | 39k | $2.5M | -2% | Mar 2024 |
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| AE Wealth Management | 31k | $2.1M | -84% | Mar 2024 |
|
| World Equity Group | 23k | $1.6M | -44% | Jun 2024 |
|
Who sold out of Sch Fnd Us Lg Etf schwb fdt us lg?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lincoln National | Mar 2024 | 381k | $26M |
| Absolute Capital Management | Dec 2023 | 79k | $4.9M |
| Signal Advisors Wealth | Mar 2024 | 54k | $3.7M |
| Meridian Wealth Management | Dec 2023 | 40k | $2.5M |