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Schwab Fundamental US Small Company Index ETF
FNDA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 48.9 M +USD 47.5 M +3,152,072 Nuevas
Cobblestone Capital Advisors
2
Cobblestone Capital Advisors
New York
USD 20.9 M +USD 20.3 M +1,344,298 Nuevas
Vigilant Capital Management
3
Vigilant Capital Management
Maine
USD 6.62 M +USD 2.37 M +157,262 +58%
Ladenburg Thalmann Financial Services
4
Ladenburg Thalmann Financial Services
Florida
USD 4.73 M +USD 683 k +45,342 +17%
ProVise Management Group
5
ProVise Management Group
Florida
USD 3.8 M +USD 810 k +53,770 +28%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
USD 1.7 M +USD 948 k +62,904 +134%
Citadel Advisors
7
Citadel Advisors
Florida
USD 1.09 M +USD 1.06 M +70,092 Nuevas
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 829 k +USD 335 k +22,260 +71%
WESPAC Advisors
9
WESPAC Advisors
California
USD 620 k -USD 31.7 k -2,106 -5%
Roof Eidam Maycock Peralta (REMP)
10
Roof Eidam Maycock Peralta (REMP)
California
USD 489 k – – –
Jane Street
11
Jane Street
New York
USD 473 k +USD 459 k +30,464 Nuevas
Hengehold Capital Management
12
Hengehold Capital Management
Ohio
USD 464 k +USD 36.3 k +2,410 +9%
Valley National Advisers
13
Valley National Advisers
Pennsylvania
USD 382 k +USD 345 k +22,884 +1,297%
Financial Architects (New Jersey)
14
Financial Architects (New Jersey)
New Jersey
USD 344 k +USD 317 k +21,038 +1,885%
Financial Consulate
15
Financial Consulate
Maryland
USD 312 k -USD 411 k -27,300 -58%
Mariner
16
Mariner
Kansas
USD 261 k – – –
LVW Advisors
17
LVW Advisors
New York
USD 240 k +USD 18 k +1,196 +8%
Citigroup
18
Citigroup
New York
USD 65 k – – –
Old National Bancorp
19
Old National Bancorp
Indiana
USD 57 k +USD 55 k +3,650 Nuevas
US Bancorp
20
US Bancorp
Minnesota
USD 39 k – – –
TCI Wealth Advisors
21
TCI Wealth Advisors
Arizona
USD 24 k -USD 34.7 k -2,304 -60%
Gemmer Asset Management
22
Gemmer Asset Management
California
USD 16 k – – –
Creative Planning
23
Creative Planning
Kansas
USD 15 k – – –
Stancorp Investment Advisers
24
Stancorp Investment Advisers
Oregon
USD 12 k +USD 6.03 k +400 +100%
Bank of America
25
Bank of America
North Carolina
USD 12 k +USD 12.1 k +800 Nuevas
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