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 | 419M | $12B | 1% | Mar 2026 |
|
| Captrust Financial Advisors | 28M | $766M | 29% | Mar 2026 |
|
| Keybank National Association | 15M | $475M | 23% | Jun 2026 |
|
| Boulay Financial Advisors | 9.6M | $267M | 5% | Mar 2026 |
|
| McAdam | 9.4M | $261M | 2% | Mar 2026 |
|
| Signature Estate and Investment Advisors | 8.4M | $235M | 5% | Mar 2026 |
|
| Ameriprise Financial | 8.2M | $227M | -4% | Mar 2026 |
|
| Envestnet Asset Management | 6.6M | $184M | 28% | Mar 2026 |
|
| Steele Capital Management | 6.4M | $200M | 2% | Jun 2026 |
|
| LPL Financial | 5.8M | $162M | 13% | Mar 2026 |
|
| Morgan Stanley | 5.4M | $151M | 4% | Mar 2026 |
|
| Glassman Wealth Services | 4.7M | $130M | 0% | Mar 2026 |
|
| Northwest Bancshares | 4.0M | $111M | -3% | Mar 2026 |
|
| Cetera Investment Advisers | 3.9M | $108M | 3% | Mar 2026 |
|
| Charles Schwab Trust | 3.6M | $112M | 12% | Jun 2026 |
|
| Bank of America Corporation | 3.1M | $88M | 100% | Mar 2026 |
|
| AlphaCore Capital | 3.1M | $85M | -13% | Mar 2026 |
|
| Quadrant Capital | 2.7M | $75M | -14% | Mar 2026 |
|
| Gemmer Asset Management | 2.7M | $75M | 1% | Mar 2026 |
|
| Bank of New York Mellon | 2.6M | $73M | 4% | Mar 2026 |
|
| Clark Capital Management Group | 2.5M | $70M | 1% | Mar 2026 |
|
| Kelman-Lazarov | 2.4M | $66M | 1% | Mar 2026 |
|
| Reston Wealth Management | 2.4M | $74M | 2% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 2.3M | $71M | 5% | Jun 2026 |
|
| Lee Financial | 2.2M | $61M | -6% | Mar 2026 |
|
| Bell Investment Advisors | 2.2M | $61M | 8% | Mar 2026 |
|
| Creative Planning | 2.2M | $60M | 2% | Mar 2026 |
|
| UBS Group | 2.1M | $60M | -8% | Mar 2026 |
|
| True North Advisors | 2.1M | $58M | 100% | Mar 2026 |
|
| Private Advisor | 2.0M | $57M | -1% | Mar 2026 |
|
| HighTower Advisors | 2.0M | $56M | 5% | Mar 2026 |
|
| Prairiewood Capital | 2.0M | $61M | 3% | Jun 2026 |
|
| Ashford Advisors | 1.8M | $51M | 0% | Mar 2026 |
|
| Cornerstone Planning Group | 1.7M | $55M | 3% | Jun 2026 |
|
| Tanglewood Wealth Management | 1.7M | $54M | 1% | Jun 2026 |
|
| Koesten, Hirschmann & Crabtree | 1.7M | $48M | -1% | Mar 2026 |
|
| Kavar Capital Partners Group | 1.6M | $44M | 1% | Mar 2026 |
|
| Leonard Rickey Investment Advisors P | 1.5M | $48M | 2% | Jun 2026 |
|
| Colony | 1.5M | $41M | -2% | Mar 2026 |
|
| Resonant Capital Advisors | 1.5M | $41M | 7% | Mar 2026 |
|
| Advisor Group Holdings | 1.3M | $36M | -37% | Mar 2026 |
|
| Mariner Wealth Advisors | 1.3M | $35M | 4% | Mar 2026 |
|
| Commonwealth Equity Services | 1.2M | $36M | -4% | Jun 2026 |
|
| Belpointe Asset Management | 1.1M | $36M | 0% | Jun 2026 |
|
| Fortis Capital Advisors | 1.1M | $36M | 0% | Jun 2026 |
|
| Great Valley Advisor Group | 1.1M | $32M | 3% | Mar 2026 |
|
| Old National Trust Company | 1.1M | $31M | 100% | Mar 2026 |
|
| Davenport & Co | 1.1M | $31M | 21% | Mar 2026 |
|
| Urban Financial Advisory Corp | 1.1M | $30M | 36% | Mar 2026 |
|
| Ptm Wealth Management | 1.1M | $30M | -20% | Mar 2026 |
|
| Eagle Strategies | 1.0M | $29M | 1% | Mar 2026 |
|
| Planned Solutions | 1.0M | $29M | -1% | Mar 2026 |
|
| Richardson Capital Management | 1.0M | $32M | 3% | Jun 2026 |
|
| Allen Wealth Management | 1.0M | $31M | 5% | Jun 2026 |
|
| CI Private Wealth | 1.0M | $28M | 5% | Mar 2026 |
|
| Berman McAleer | 986k | $31M | 0% | Jun 2026 |
|
| Certified Advisory Corp | 980k | $31M | 11% | Jun 2026 |
|
| Moller Financial Services | 959k | $30M | 0% | Jun 2026 |
|
| NFP Retirement | 955k | $27M | 22% | Mar 2026 |
|
| TruNorth Capital Management | 949k | $30M | 7% | Jun 2026 |
|
| Solitude Financial Services | 946k | $29M | 1% | Jun 2026 |
|
| Financial Strategies Group | 927k | $27M | 5% | Mar 2026 |
|
| Haverford Trust Company | 900k | $25M | 3% | Mar 2026 |
|
| Pasadena Private Wealth | 873k | $24M | -5% | Mar 2026 |
|
| Bartlett & Co. Wealth Management | 835k | $26M | -4% | Jun 2026 |
|
| Consolidated Planning Corp | 829k | $26M | -1% | Jun 2026 |
|
| BlueStem Wealth Partners | 819k | $23M | -58% | Mar 2026 |
|
| Kovitz Investment Group Partners | 814k | $23M | 100% | Mar 2026 |
|
| Firestone Capital Management | 777k | $22M | 1% | Mar 2026 |
|
| Oxford Financial | 769k | $21M | -20% | Mar 2026 |
|
| Your Advocates | 768k | $21M | 3% | Mar 2026 |
|
| Zrc Wealth Management | 748k | $23M | 1% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 742k | $21M | 4% | Mar 2026 |
|
| Washington Trust Advisors | 737k | $23M | 0% | Jun 2026 |
|
| Cabot Money Management | 729k | $23M | -1% | Jun 2026 |
|
| MAI Wealth Advisors | 706k | $20M | 15% | Mar 2026 |
|
| Pennsylvania Capital Management | 698k | $22M | 3% | Jun 2026 |
|
| Royal Bank of Canada | 693k | $19M | 100% | Mar 2026 |
|
| Raymond James Financial | 688k | $19M | 5% | Mar 2026 |
|
| Aufman Associates | 679k | $19M | 18% | Mar 2026 |
|
| Quantinno Capital Management | 672k | $19M | 60% | Mar 2026 |
|
| Johnson Bixby & Associates | 661k | $21M | 4% | Jun 2026 |
|
| U.S. Capital Wealth Advisors | 653k | $18M | 3% | Mar 2026 |
|
| HPM Partners | 649k | $18M | 23% | Mar 2026 |
|
| VVR Holdings | 643k | $18M | 100% | Mar 2026 |
|
| Wealth Forward | 619k | $19M | 10% | Jun 2026 |
|
| Envision Financial | 619k | $19M | -4% | Jun 2026 |
|
| David J.Sculati | 618k | $19M | 2% | Jun 2026 |
|
| Ohe Financial | 616k | $17M | -28% | Mar 2026 |
|
| Tradition Wealth Management | 615k | $17M | 7% | Mar 2026 |
|
| Principal Securities | 604k | $17M | 3% | Mar 2026 |
|
| Northland Capital Management | 601k | $17M | -16% | Mar 2026 |
|
| Strata Wealth Advisors | 594k | $17M | 7% | Mar 2026 |
|
| Gotham Asset Management | 585k | $16M | 21% | Mar 2026 |
|
| Asset Allocation Strategies | 563k | $16M | 2% | Mar 2026 |
|
| Sellwood Investment Partners | 557k | $17M | -8% | Jun 2026 |
|
| Highline Wealth Partners | 549k | $15M | 42% | Mar 2026 |
|
| Mml Investors Services | 544k | $15M | 22% | Mar 2026 |
|
| EP Wealth Advisors | 539k | $15M | -8% | Mar 2026 |
|
| Williams Financial | 532k | $15M | -2% | Mar 2026 |
|
| Ironwood Investment Counsel | 522k | $15M | 6% | Mar 2026 |
|
| FMR | 516k | $14M | 13% | Mar 2026 |
|
| Access Financial Services | 504k | $16M | 2% | Jun 2026 |
|
| AQR Capital Management | 498k | $14M | 48% | Mar 2026 |
|
| Equity Wealth Partners | 484k | $15M | 6% | Jun 2026 |
|
| Peapack Gladstone Financial Corp | 482k | $13M | 8% | Mar 2026 |
|
| Opes Wealth Management | 472k | $13M | -1% | Mar 2026 |
|
| Nicholas Hoffman & Company | 450k | $13M | 6% | Mar 2026 |
|
| Jones Financial Companies, L.L | 449k | $12M | 18% | Mar 2026 |
|
| Merit Financial Group | 433k | $14M | -42% | Jun 2026 |
|
| Sterling Financial Planning | 424k | $12M | -2% | Mar 2026 |
|
| Timmons Wealth Management | 424k | $12M | 100% | Mar 2026 |
|
| Cedar Point Capital Partners | 423k | $13M | 3% | Jun 2026 |
|
| Leavell Investment Management | 423k | $13M | 11% | Jun 2026 |
|
| Nicholson Meyer Capital Management | 419k | $12M | 0% | Mar 2026 |
|
| J.E. Simmons & Co., P.C. | 417k | $12M | 100% | Mar 2026 |
|
| Archford Capital Strategies | 416k | $13M | 2% | Jun 2026 |
|
| Systelligence | 415k | $12M | 18% | Mar 2026 |
|
| Pallas Capital Advisors | 409k | $11M | 0% | Mar 2026 |
|
| Arcadia Investment Advisors | 409k | $13M | 4% | Jun 2026 |
|
| Keeler & Nadler Financial Planning & Wealth Management | 396k | $12M | 211% | Jun 2026 |
|
| Alhambra Investment Partners | 395k | $12M | -8% | Jun 2026 |
|
| Collective Family Office | 393k | $12M | 8% | Jun 2026 |
|
| Mercer Global Advisors | 392k | $11M | 3% | Mar 2026 |
|
| Legend Financial Advisors | 383k | $11M | 0% | Mar 2026 |
|
| Tudor Investment Corporation | 382k | $11M | 100% | Mar 2026 |
|
| American Trust | 381k | $11M | -3% | Mar 2026 |
|
| Park Avenue Securities | 378k | $11M | 5% | Mar 2026 |
|
| Bristlecone Value Partners | 375k | $10M | 4% | Mar 2026 |
|
| Lakewood Asset Management | 371k | $10M | 5% | Mar 2026 |
|
| Lowery Thomas | 369k | $12M | -2% | Jun 2026 |
|
| Bruce G. Allen Investments | 353k | $11M | 1% | Jun 2026 |
|
| Arlington Financial Advisors | 352k | $9.8M | -6% | Mar 2026 |
|
| Resources Investment Advisors | 351k | $9.8M | 2% | Mar 2026 |
|
| Milestone Investment Advisors | 347k | $9.7M | 4% | Mar 2026 |
|
| Kestra Advisory Services | 343k | $11M | -5% | Jun 2026 |
|
| AlTi Global | 332k | $9.2M | 0% | Mar 2026 |
|
| RHS Financial | 328k | $9.1M | 4% | Mar 2026 |
|
| Breakwater Capital Group | 326k | $10M | 6% | Jun 2026 |
|
| Foster & Motley | 319k | $8.9M | 13% | Mar 2026 |
|
| Qube Research & Technologies | 317k | $8.8M | -48% | Mar 2026 |
|
| Guardian Financial Partners | 317k | $8.8M | 5% | Mar 2026 |
|
| Gross & Hartman Investments | 301k | $8.4M | 7% | Mar 2026 |
|
| Darrow Company | 294k | $9.2M | 0% | Jun 2026 |
|
| Quadcap Wealth Management | 286k | $8.9M | -4% | Jun 2026 |
|
| Wingate Wealth Advisors | 283k | $8.8M | 3% | Jun 2026 |
|
| IFC & Insurance Marketing | 282k | $8.8M | 6% | Jun 2026 |
|
| BCS Wealth Management | 280k | $8.7M | 4% | Jun 2026 |
|
| Bryn Mawr Trust | 278k | $8.6M | 0% | Jun 2026 |
|
| Rollins Financial Advisors | 271k | $7.5M | -3% | Mar 2026 |
|
| Arq Wealth Advisors | 192k | $6.1M | -50% | Jun 2026 |
|
| Clarkston Capital Partners | 84k | $2.3M | -82% | Mar 2026 |
|
| Goldman Sachs Group | 12k | $328k | -98% | Mar 2026 |
|
Who sold out of Sch Fnd Us Lg Etf schwb fdt us lg?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 557k | $16M |