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Get Institutions for : 
Schwab Fundamental US Large Company ETF (FNDX)  
$65.86 0.04 (0.06%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 456    28
Total shares held : 
 175,256,073  
% of shares held : 
 14.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   104  
Amount of shares held : 
 7,540,777  
% of shares held change : 
   0.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $55.67  
Last Quarter's Ending Price : 
 $61.94  
Last Quarter's Average Price : 
 $57.70  
Change from last quarter's     
avg. price to the last closing  : 
8.16 (14.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
58
 870,701
 0.5%
 
Increased Positions :
195
 7,269,553
 4.15%
 
Unchanged Positions :
84
 2,928,598
 1.67%
 
Decreased Positions :
119
-532,873
-0.3%
 
Closed Positions :
30
-66,604
-0.04%
 
Guru Positions :
1
3,944
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIRST NATIONAL CORP /MA/ /ADV 50 - 2024-03-31 29,821 $1,847,000 0
   MADISON ASSET MANAGEMENT LLC 272 - 2023-12-31 21,760 $1,348,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 174 - 2023-12-31 20,121 $1,246,000 0
   ANGELES WEALTH MANAGEMENT LLC 59 - 2023-12-31 19,218 $1,190,000 0
   Wade Financial Advisory Inc 36 - 2023-12-31 17,818 $1,104,000 0
   SAGE FINANCIAL GROUP INC - 2024-03-31 11,389 $768,000 0
   WETHERBY ASSET MANAGEMENT INC 430 - 2023-12-31 11,496 $712,000 0
   SOL CAPITAL MANAGEMENT CO 200 - 2024-03-31 9,500 $640,000 0
   Evanson Asset Management LLC 159 - 2024-03-31 8,815 $594,000 0
   Apella Capital LLC 182 - 2024-03-31 8,441 $563,000 0
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 8,807 $546,000 0
   FinTrust Capital Advisors LLC 177 - 2024-03-31 6,641 $448,000 0
   CAROLINAS WEALTH CONSULTING LLC 98 - 2023-12-31 7,115 $441,000 0
   WELCH GROUP, LLC 136 - 2024-03-31 6,512 $439,000 0
   NORTHERN TRUST CORP 3605 - 2023-12-31 6,619 $410,000 0
   RAYMOND JAMES TRUST CO 863 - 2024-03-31 5,469 $369,000 0
   MEMBERS Trust Co 86 - 2024-03-31 5,251 $354,000 0
   Ackerman Capital Advisors LLC 78 - 2024-03-31 5,009 $338,000 0
   CAPWEALTH ADVISORS, LLC - 2024-03-31 4,597 $310,000 0
   Lester Murray Antman dba SimplyRich 147 - 2024-03-31 4,520 $305,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 110 - 2024-03-31 4,324 $291,000 0
   YALE CAPITAL CORP 379 - 2023-12-31 4,400 $273,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2318 - 2023-12-31 4,081 $253,000 0
   MCF Advisors LLC 204 - 2024-03-31 3,726 $251,000 0
   CASTLE WEALTH MANAGEMENT LLC - 2024-03-31 3,475 $234,000 0
   SIGNALPOINT ASSET MANAGEMENT, LLC 216 - 2024-03-31 3,451 $233,000 0
   SINECERA CAPITAL LLC 27 - 2024-03-31 3,384 $228,000 0
   Kalos Management Inc. 41 - 2023-06-30 3,961 $228,000 0
   Northwest Capital Management Inc 144 - 2024-03-31 2,405 $162,000 0
   SANDY SPRING BANK - 2023-12-31 2,466 $153,000 0
   Retirement Group LLC - 2024-03-31 1,900 $128,000 0
   Front Row Advisors LLC 132 - 2023-12-31 1,921 $119,000 0
   Arlington Trust Co LLC 234 - 2024-03-31 1,295 $87,000 0
   HARBOR INVESTMENT ADVISORY LLC 501 - 2024-03-31 1,120 $75,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 243 - 2023-06-30 1,197 $69,000 0
   JNBA FINANCIAL ADVISORS 277 - 2024-03-31 794 $54,000 0
   COMERICA BANK 2705 - 2023-12-31 800 $50,000 0
   McIlrath & Eck LLC 273 - 2023-12-31 717 $44,000 0
   Global Wealth Strategies & Associates 99 - 2024-03-31 575 $39,000 0
   Fortis Advisors LLC 150 - 2023-12-31 618 $38,000 0
   WASHINGTON TRUST CO 522 - 2024-03-31 421 $28,000 0
   ADIRONDACK TRUST CO 278 - 2024-03-31 385 $26,000 0
   NATIONAL BANK OF CANADA /FI/ 1808 - 2023-12-31 391 $23,000 0
   Global Wealth Management Investment Advisory Inc. 252 - 2023-12-31 302 $19,000 0
   Key Financial Inc 646 - 2024-03-31 250 $15,000 0
   Capital Advisors Ltd. LLC 650 - 2024-03-31 215 $14,000 0
   True Wealth Design LLC 221 - 2023-12-31 231 $14,000 0
   Pflug Koory LLC 307 - 2024-03-31 200 $13,000 0
   Lowe fs LLC 199 - 2024-03-31 195 $13,000 0
   Salomon & Ludwin LLC - 2024-03-31 184 $12,000 0
   Archer Investment Corp 620 - 2023-12-31 155 $10,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 494 - 2023-06-30 172 $10,000 0
   Coastal Capital Group Inc. 361 - 2023-06-30 177 $10,000 0
   Element Wealth LLC 218 - 2023-12-31 129 $8,000 0
   DELTA ASSET MANAGEMENT LLC/TN 499 - 2023-12-31 90 $6,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 95 $6,000 0
   ARVEST INVESTMENTS INC. 146 - 2024-03-31 81 $5,000 0
   SOA Wealth Advisors LLC. 612 - 2024-03-31 72 $5,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 72 $5,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 648 - 2024-03-31 54 $4,000 0
   Kozak & Associates Inc. 284 - 2023-12-31 63 $4,000 0
   Capital Investment Advisory Services LLC 878 - 2024-03-31 55 $4,000 0
   Burleson & Company LLC 309 - 2022-12-31 56 $3,000 0
   Efficient Wealth Management LLC 560 - 2024-03-31 39 $3,000 0
   WFA of San Diego LLC 334 - 2023-09-30 57 $3,000 0
   ATLAS CAPITAL ADVISORS LLC 745 - 2024-03-31 38 $3,000 0
   GHP INVESTMENT ADVISORS INC 743 - 2024-03-31 46 $3,000 0
   Smartleaf Asset Management LLC - 2024-03-31 16 $1,000 0
   First Capital Advisors Group LLC. 897 - 2023-06-30 16 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 584 - 2023-12-31 1 $1,000 0
   Silicon Valley Capital Partners - 2024-03-31 0 $0 0
   APCM Wealth Management for Individuals 136 *Closed 2024-03-31 0 $0 0
  72 Records found
  1    
  Page 1 of 1
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