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
Daniel Sowa@Sowa Financial Group, Inc.
Recent Activity
New Position
0.32%
$503,000
16,935 shares@ 29.71 avg price
Aryn Sands@Boyce & Associates Wealth Consulting, Inc.
Recent Activity
Increased 98.56%
0.42%
$408,602
13,758 shares@ 29.7 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 100.02%
0.02%
$358,860
12,307 shares@ 29.16 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 85.88%
0.04%
$343,880
11,578 shares@ 29.71 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 45.86%
0.01%
$335,068
11,282 shares@ 29.7 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Increased 100%
0.07%
$325,453
10,958 shares@ 29.71 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 77.78%
0.01%
$309,733
10,428 shares@ 29.71 avg price
DALE R HAJOST@Builder Investment Group Inc Adv
Recent Activity
Increased 99.92%
0.08%
$293,020
9,866 shares@ 29.7 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Increased 100%
0.19%
$266,765
8,982 shares@ 29.7 avg price
Brian May@Smith Salley Wealth Management
Recent Activity
Increased 8.18%
0.02%
$250,787
8,444 shares@ 29.71 avg price