FNDA

Schwab Fndmntl Us Sm Co Etf

Latest period2024 - Q4Total superinvestors49

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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, 49 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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Chelsea Luzier@Clarius Group, Llc Recent Activity Increased 92.1%	4.05%	$59.198M 1.993M shares@ 29.7 avg price	Increased 92.1%
Steven Nelson@Prairiewood Capital, Llc Recent Activity Increased 111.84%	18.41%	$43.093M 1.451M shares@ 29.71 avg price	Increased 111.84%
Faith Charles@Moller Wealth Partners Recent Activity Increased 89.23%	7.82%	$29.709M 1M shares@ 29.71 avg price	Increased 89.23%
Jacqueline Kruger@First Pacific Financial Recent Activity Increased 98.15%	5.66%	$24.307M 818,426 shares@ 29.71 avg price	Increased 98.15%
Patricia Mullin@Gemmer Asset Management Llc Recent Activity Increased 107.9%	1.72%	$17.388M 585,448 shares@ 29.71 avg price	Increased 107.9%
Trevor N. Hoffman@Collective Family Office Llc Recent Activity Increased 101.85%	3.56%	$12.976M 436,916 shares@ 29.7 avg price	Increased 101.85%
Jeff Weglarz@Goldstone Financial Group, Llc Recent Activity Increased 125.36%	1.96%	$12.46M 419,531 shares@ 29.71 avg price	Increased 125.36%
Laura Zubko@Charles Schwab Trust Co Recent Activity Increased 103.39%	0.95%	$11.024M 371,191 shares@ 29.71 avg price	Increased 103.39%
Jake Rue@Shore Point Advisors, Llc Recent Activity Increased 106.35%	5.88%	$10.923M 367,754 shares@ 29.71 avg price	Increased 106.35%
Amy King@Kathmere Capital Management, Llc Recent Activity Increased 90.17%	0.53%	$5.872M 197,704 shares@ 29.7 avg price	Increased 90.17%