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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 193 M +USD 30.4 M +2,084,316 +17%
Cobblestone Capital Advisors
2
Cobblestone Capital Advisors
New York
USD 22.1 M +USD 566 k +38,852 +2%
Vigilant Capital Management
3
Vigilant Capital Management
Maine
USD 6.86 M +USD 313 k +21,470 +4%
Ladenburg Thalmann Financial Services
4
Ladenburg Thalmann Financial Services
Florida
USD 6.83 M +USD 1.5 M +102,808 +26%
United Capital Financial Advisors
5
United Capital Financial Advisors
Texas
USD 5.38 M +USD 1.54 M +105,402 +36%
ProVise Management Group
6
ProVise Management Group
Florida
USD 3.8 M +USD 166 k +11,412 +4%
Financial Architects (New Jersey)
7
Financial Architects (New Jersey)
New Jersey
USD 1.04 M +USD 112 k +7,696 +11%
Jane Street
8
Jane Street
New York
USD 817 k -USD 1.37 M -94,164 -61%
WESPAC Advisors
9
WESPAC Advisors
California
USD 474 k +USD 167 k +11,438 +49%
Hengehold Capital Management
10
Hengehold Capital Management
Ohio
USD 455 k +USD 20.1 k +1,378 +4%
Valley National Advisers
11
Valley National Advisers
Pennsylvania
USD 430 k +USD 87.7 k +6,022 +24%
Roof Eidam Maycock Peralta (REMP)
12
Roof Eidam Maycock Peralta (REMP)
California
USD 429 k – – –
Financial Consulate
13
Financial Consulate
Maryland
USD 295 k +USD 24.7 k +1,696 +8%
Bank of America
14
Bank of America
North Carolina
USD 260 k +USD 266 k +18,282 +2,285%
Mariner
15
Mariner
Kansas
USD 229 k – – –
LVW Advisors
16
LVW Advisors
New York
USD 217 k +USD 3.53 k +242 +2%
MAS
17
Madden Advisory Services
Florida
USD 121 k – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 101 k -USD 77.6 k -5,326 -42%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 72 k +USD 77.5 k +5,316 Nuevas
Citigroup
20
Citigroup
New York
USD 57 k – – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
USD 40 k – – –
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
USD 35 k +USD 37.9 k +2,600 Nuevas
US Bancorp
23
US Bancorp
Minnesota
USD 34 k – – –
TCI Wealth Advisors
24
TCI Wealth Advisors
Arizona
USD 21 k – – –
Creative Planning
25
Creative Planning
Kansas
USD 13 k +USD 14.2 k +974 Nuevas
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