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Schwab Fundamental US Small Company Index ETF
FNDA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cerity Partners
26
Cerity Partners
New York
USD 19.9 M -USD 659 k -18,477 -3%
Creative Planning
27
Creative Planning
Kansas
USD 18.5 M +USD 1.65 M +46,231 +11%
Foster & Motley
28
Foster & Motley
Ohio
USD 17.9 M -USD 68.8 k -1,929 -0.4%
MAI Capital Management
29
MAI Capital Management
Ohio
USD 17.4 M +USD 925 k +25,949 +6%
Bell Investment Advisors
30
Bell Investment Advisors
California
USD 16.8 M -USD 170 k -4,761 -1%
Charles Schwab Trust
31
Charles Schwab Trust
Nevada
USD 16.4 M +USD 237 k +6,659 +2%
Goldman Sachs
32
Goldman Sachs
New York
USD 16.1 M +USD 8.59 M +240,821 +131%
CFO
33
Collective Family Office
Pennsylvania
USD 14.9 M +USD 575 k +16,116 +4%
LPL Financial
34
LPL Financial
California
USD 14 M -USD 3.66 M -102,551 -22%
Goldstone Financial Group
35
Goldstone Financial Group
Illinois
USD 13.7 M -USD 2.97 M -83,149 -19%
EP Wealth Advisors
36
EP Wealth Advisors
California
USD 13.6 M +USD 11 M +308,305 +644%
GWM
37
GSB Wealth Management
Connecticut
USD 12.7 M +USD 147 k +4,114 +1%
SS
38
Sound Stewardship
Kansas
USD 12.2 M +USD 299 k +8,388 +3%
Johnson Bixby & Associates
39
Johnson Bixby & Associates
Washington
USD 11.7 M +USD 308 k +8,645 +3%
Waverly Advisors
40
Waverly Advisors
Alabama
USD 11.4 M +USD 272 k +7,624 +3%
HORAN Wealth
41
HORAN Wealth
Ohio
USD 11 M -USD 10.3 M -288,045 -50%
Arlington Financial Advisors
42
Arlington Financial Advisors
California
USD 10.7 M -USD 97.1 k -2,723 -1%
Great Valley Advisor Group
43
Great Valley Advisor Group
Delaware
USD 10.6 M -USD 200 k -5,620 -2%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
USD 10.3 M -USD 6.76 M -189,477 -41%
Accredited Investors
45
Accredited Investors
Minnesota
USD 10.1 M -USD 609 k -17,081 -6%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
USD 9.07 M +USD 656 k +18,398 +8%
SPA
47
Shore Point Advisors
New Jersey
USD 8.77 M +USD 1 M +28,164 +8%
NFP Retirement Inc
48
NFP Retirement Inc
California
USD 8.38 M -USD 55.5 k -1,556 -0.7%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
USD 8.21 M +USD 574 k +16,093 +8%
Pasadena Private Wealth
50
Pasadena Private Wealth
California
USD 8.08 M +USD 33.6 k +943 +0.4%
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