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
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 201.4%
5.51%
$64.132M
2.708M shares@ 23.69 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 213.13%
5.77%
$58.581M
2.474M shares@ 23.69 avg price
Matthew Hargreaves@Leonard Rickey Investment Advisors P.l.l.c.
Recent Activity
Increased 205.49%
7.59%
$32.949M
1.391M shares@ 23.68 avg price
Steven Nelson@Prairiewood Capital, Llc
Recent Activity
Increased 210.61%
13.86%
$32.444M
1.37M shares@ 23.69 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Increased 202.59%
9.98%
$24.719M
1.044M shares@ 23.68 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 216.01%
0.32%
$21.938M
926,437 shares@ 23.68 avg price
Faith Charles@Moller Wealth Partners
Recent Activity
Increased 189.82%
4.78%
$18.151M
766,515 shares@ 23.68 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 240.76%
1.85%
$16.96M
716,231 shares@ 23.68 avg price
Stefanie Porter@White Pine Investment Co
Recent Activity
Increased 205.66%
3.81%
$14.073M
594,292 shares@ 23.69 avg price
Rita Rhodes@Envision Financial Llc
Recent Activity
New Position
10.52%
$13.122M
554,122 shares@ 23.69 avg price