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
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Increased 200.72%
0.08%
$318,015
13,430 shares@ 23.68 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 214.86%
0.04%
$316,134
13,350 shares@ 23.69 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 201.44%
0.06%
$289,450
12,223 shares@ 23.69 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 200%
0.02%
$264,696
11,178 shares@ 23.69 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Increased 199.72%
0.07%
$250,250
10,568 shares@ 23.68 avg price
Aryn Sands@Boyce & Associates Wealth Consulting, Inc.
Recent Activity
Increased 200%
0.25%
$245,372
10,362 shares@ 23.68 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
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 200%
0.01%
$212,694
8,982 shares@ 23.69 avg price
John J Gonner@First Community Trust Na
Recent Activity
Increased 200%
0.11%
$141,085
5,958 shares@ 23.68 avg price