FNDX

Schwab Fndmntl Us Lrg Co Etf

Latest period2024 - Q4Total superinvestors86

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, 86 superinvestors own shares of Schwab Fndmntl Us Lrg Co Etf (FNDX), 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 Lrg Co Etf (FNDX), 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 Lrg Co Etf (FNDX) 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 Lrg Co Etf (FNDX) 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
Rita Rhodes@Envision Financial Llc
Recent Activity
New Position
10.52%
$13.122M
554,122 shares@ 23.69 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.19%
$10.132M
427,886 shares@ 23.69 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.58%
$2.319M
97,938 shares@ 23.68 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.01%
$505,000
21,312 shares@ 23.7 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
New Position
0.01%
$378,667
15,991 shares@ 23.69 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
New Position
0.04%
$243,938
10,301 shares@ 23.69 avg price
Kelley Leland@Gill Capital Partners, Llc
Recent Activity
New Position
0.09%
$226,760
9,576 shares@ 23.69 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.03%
$35,520
1,500 shares@ 23.68 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
New Position
0.01%
$995
42 shares@ 23.7 avg price