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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 446 M +USD 75.1 M +5,169,292 +20%
BJ
2
Brouwer & Janachowski
California
USD 37.4 M +USD 17.8 M +1,226,398 +93%
Cobblestone Capital Advisors
3
Cobblestone Capital Advisors
New York
USD 24.1 M +USD 150 k +10,316 +0.6%
DPA
4
Delphi Private Advisors
California
USD 15.4 M +USD 125 k +8,636 +0.8%
Ladenburg Thalmann Financial Services
5
Ladenburg Thalmann Financial Services
Florida
USD 9.3 M +USD 123 k +8,458 +1%
Vigilant Capital Management
6
Vigilant Capital Management
Maine
USD 7.59 M +USD 81.2 k +5,590 +1%
United Capital Financial Advisors
7
United Capital Financial Advisors
Texas
USD 6.33 M +USD 6.42 k +442 +0.1%
ProVise Management Group
8
ProVise Management Group
Florida
USD 4.7 M +USD 820 k +56,414 +21%
Jane Street
9
Jane Street
New York
USD 4.62 M +USD 2.3 M +158,052 +101%
Mariner
10
Mariner
Kansas
USD 1.58 M +USD 695 k +47,862 +80%
West Coast Financial
11
West Coast Financial
California
USD 1.56 M +USD 1.55 M +106,442 Nuevas
Financial Architects (New Jersey)
12
Financial Architects (New Jersey)
New Jersey
USD 1.43 M +USD 36.7 k +2,524 +3%
IFP Advisors
13
IFP Advisors
Florida
USD 1.41 M +USD 1.37 M +94,138 +5,283%
Tower Research Capital (TRC)
14
Tower Research Capital (TRC)
New York
USD 1.35 M +USD 726 k +49,988 +119%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 1.1 M +USD 1.09 M +75,276 Nuevas
Virtu KCG Holdings
16
Virtu KCG Holdings
New York
USD 993 k +USD 984 k +67,692 Nuevas
Advisor Group
17
Advisor Group
Arizona
USD 928 k +USD 920 k +63,306 Nuevas
Citadel Advisors
18
Citadel Advisors
Florida
USD 758 k +USD 751 k +51,686 Nuevas
Valley National Advisers
19
Valley National Advisers
Pennsylvania
USD 752 k +USD 18.3 k +1,258 +3%
SA
20
Strategic Advisors
New York
USD 665 k +USD 173 k +11,894 +36%
Cabot Wealth Management
21
Cabot Wealth Management
Massachusetts
USD 591 k +USD 23.9 k +1,648 +4%
Hengehold Capital Management
22
Hengehold Capital Management
Ohio
USD 566 k +USD 9.1 k +626 +2%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
USD 462 k – – –
WA
24
WESPAC Advisors
California
USD 383 k +USD 380 k +26,130 Nuevas
FAS Wealth Partners
25
FAS Wealth Partners
Kansas
USD 365 k +USD 362 k +24,906 Nuevas
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