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
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 69.34%
0.01%
$203,000
6,826 shares@ 29.74 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 100%
0.02%
$163,707
5,512 shares@ 29.71 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
Increased 138.91%
0.05%
$152,282
5,127 shares@ 29.71 avg price
Timothy Monaco@Kings Path Partners Llc
Recent Activity
Increased 100%
0.06%
$137,927
4,644 shares@ 29.71 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 100%
0.01%
$56,430
1,900 shares@ 29.7 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
Increased 95.15%
0.02%
$50,134
1,688 shares@ 29.71 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
Increased 100%
0.04%
$36,590
1,232 shares@ 29.7 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 100%
0.01%
$28,868
972 shares@ 29.7 avg price
Christopher Clancy@Global Wealth Strategies & Associates
Recent Activity
Increased 100.63%
0.01%
$19,186
646 shares@ 29.7 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Increased 426.67%
0.01%
$18,771
632 shares@ 29.71 avg price