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Schwab Fundamental US Small Company Index ETF
FNDA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SIM
376
Synergy Investment Management
Florida
USD 78.2 k -USD 27.1 k -761 -27%
Valley National Advisers
377
Valley National Advisers
Pennsylvania
USD 73 k -USD 2.25 k -63 -3%
UMB Bank
378
UMB Bank
Missouri
USD 72.3 k – – –
KCM
379
Key Capital Management
Tennessee
USD 71.6 k -USD 4.92 k -138 -7%
CJ
380
Caitlin John
Michigan
USD 68.7 k – – –
SRCM
381
Signature Resources Capital Management
California
USD 67.9 k +USD 4.49 k +126 +8%
Salem Investment Counselors
382
Salem Investment Counselors
North Carolina
USD 61.3 k – – –
POIA
383
Pin Oak Investment Advisors
Texas
USD 60 k – – –
SFG
384
Strive Financial Group
Indiana
USD 58.2 k +USD 54.6 k +1,530 Nuevas
FAS Wealth Partners
385
FAS Wealth Partners
Kansas
USD 58.1 k +USD 107 +3 +0.2%
Hoey Investments
386
Hoey Investments
Pennsylvania
USD 57.2 k -USD 1.11 k -31 -2%
GAMMA Investing
387
GAMMA Investing
California
USD 52.3 k +USD 23.1 k +649 +89%
LIA
388
Luken Investment Analytics
Tennessee
USD 50.8 k – – –
PP
389
PFS Partners
New Jersey
USD 47.1 k – – –
BH
390
Burk Holdings
Oklahoma
USD 45.9 k -USD 33.7 k -944 -44%
BFSG LLC
391
BFSG LLC
California
USD 44.7 k +USD 41.9 k +1,174 Nuevas
FP
392
Financial Perspectives
Minnesota
USD 41.4 k – – –
ATC
393
Adirondack Trust Company
New York
USD 41.1 k – – –
TIAA Wealth Investment Management
394
TIAA Wealth Investment Management
New York
USD 41 k +USD 38.6 k +1,083 Nuevas
Crewe Advisors
395
Crewe Advisors
Utah
USD 39.3 k +USD 14.9 k +419 +68%
Bartlett & Co Wealth Management
396
Bartlett & Co Wealth Management
Ohio
USD 37 k – – –
CH
397
CDKV Holdings
Colorado
USD 35 k – – –
GCP
398
Gill Capital Partners
Colorado
USD 33.8 k – – –
OCM
399
Osbon Capital Management
Massachusetts
USD 33.5 k – – –
Compass Financial Management
400
Compass Financial Management
Florida
USD 33.4 k +USD 31.3 k +877 Nuevas
14 15
16
17 18