FNDA

Schwab Fndmntl Us Sm Co Etf

Latest period2024 - Q4Total superinvestors60

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 60 superinvestors own shares of Schwab Fndmntl Us Sm Co Etf (FNDA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab Fndmntl Us Sm Co Etf (FNDA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab Fndmntl Us Sm Co Etf (FNDA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab Fndmntl Us Sm Co Etf (FNDA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Richard Alpert@Raub Brock Capital Management Lp
Recent Activity
Increased 101.8%
1.17%
$5.459M
183,819 shares@ 29.7 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
Increased 92.91%
1.55%
$5.374M
180,954 shares@ 29.7 avg price
Aryn Sands@Sebold Capital Management, Inc.
Recent Activity
Increased 101.24%
3%
$4.467M
150,410 shares@ 29.71 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
0.02%
$6.613M
111,005 shares@ 59.58 avg price
Aryn Sands@Lakewood Asset Management Llc
Recent Activity
Increased 97.87%
1.47%
$2.133M
71,830 shares@ 29.71 avg price
James Walter@Founders Capital Management
Recent Activity
Increased 103.22%
1.35%
$2.132M
71,798 shares@ 29.71 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 97.58%
0.17%
$1.628M
54,820 shares@ 29.71 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 120.65%
0.37%
$1.618M
54,475 shares@ 29.71 avg price
Bridget Davis@Cedar Point Capital Partners, Llc
Recent Activity
Increased 99.49%
0.8%
$1.169M
39,360 shares@ 29.7 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 93.26%
0.11%
$1.115M
37,546 shares@ 29.71 avg price