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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 270 M +USD 73.4 M +5,116,826 +36%
Cobblestone Capital Advisors
2
Cobblestone Capital Advisors
New York
USD 14.1 M -USD 8.8 M -613,372 -38%
Delphi Private Advisors
3
Delphi Private Advisors
California
USD 12.8 M +USD 13.1 M +912,122 Nuevas
Ladenburg Thalmann Financial Services
4
Ladenburg Thalmann Financial Services
Florida
USD 8.86 M +USD 1.89 M +131,576 +26%
Vigilant Capital Management
5
Vigilant Capital Management
Maine
USD 7.1 M +USD 47.5 k +3,310 +0.7%
United Capital Financial Advisors
6
United Capital Financial Advisors
Texas
USD 5.98 M +USD 464 k +32,308 +8%
ProVise Management Group
7
ProVise Management Group
Florida
USD 3.8 M -USD 107 k -7,440 -3%
Financial Architects (New Jersey)
8
Financial Architects (New Jersey)
New Jersey
USD 1.34 M +USD 277 k +19,328 +25%
IFP Advisors
9
IFP Advisors
Florida
USD 1.2 M +USD 1.23 M +85,818 Nuevas
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
USD 922 k +USD 946 k +65,954 Nuevas
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 746 k +USD 659 k +45,942 +621%
Valley National Advisers
12
Valley National Advisers
Pennsylvania
USD 680 k +USD 244 k +17,022 +54%
Mariner
13
Mariner
Kansas
USD 578 k +USD 352 k +24,526 +146%
Hengehold Capital Management
14
Hengehold Capital Management
Ohio
USD 499 k +USD 32.6 k +2,270 +7%
Roof Eidam Maycock Peralta (REMP)
15
Roof Eidam Maycock Peralta (REMP)
California
USD 441 k – – –
LPL Financial
16
LPL Financial
California
USD 383 k +USD 400 k +27,848 Nuevas
Financial Consulate
17
Financial Consulate
Maryland
USD 371 k +USD 69.2 k +4,826 +22%
Bank of America
18
Bank of America
North Carolina
USD 331 k +USD 65.7 k +4,580 +24%
HT Partners
19
HT Partners
Connecticut
USD 276 k +USD 290 k +20,224 Nuevas
LVW Advisors
20
LVW Advisors
New York
USD 229 k +USD 6.77 k +472 +3%
Cabot Wealth Management
21
Cabot Wealth Management
Massachusetts
USD 200 k +USD 206 k +14,328 Nuevas
Tower Research Capital (TRC)
22
Tower Research Capital (TRC)
New York
USD 192 k +USD 198 k +13,776 Nuevas
Burt Wealth Advisors
23
Burt Wealth Advisors
Maryland
USD 181 k +USD 187 k +13,010 Nuevas
Citigroup
24
Citigroup
New York
USD 59 k – – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
USD 54 k -USD 21.1 k -1,472 -28%
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