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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 995 M +USD 200 M +11,583,268 +25%
Brouwer & Janachowski
2
Brouwer & Janachowski
California
USD 43.6 M +USD 338 k +19,562 +0.8%
Cobblestone Capital Advisors
3
Cobblestone Capital Advisors
New York
USD 27.4 M -USD 1.35 M -77,996 -5%
Tiedemann Advisors
4
Tiedemann Advisors
New York
USD 16.2 M +USD 12.2 M +708,660 +291%
Delphi Private Advisors
5
Delphi Private Advisors
California
USD 12.9 M +USD 657 k +38,002 +5%
Vigilant Capital Management
6
Vigilant Capital Management
Maine
USD 9.31 M +USD 153 k +8,868 +2%
United Capital Financial Advisors
7
United Capital Financial Advisors
Texas
USD 7.48 M +USD 59.8 k +3,462 +0.8%
Riverpoint Wealth Management Holdings
8
Riverpoint Wealth Management Holdings
Illinois
USD 6.71 M +USD 644 k +37,250 +10%
Ladenburg Thalmann Financial Services
9
Ladenburg Thalmann Financial Services
Florida
USD 5.58 M -USD 2.84 M -164,102 -34%
FWM
10
Frontier Wealth Management
Missouri
USD 5.44 M +USD 620 k +35,860 +13%
ProVise Management Group
11
ProVise Management Group
Florida
USD 5.39 M +USD 208 k +12,020 +4%
OA
12
Opes Advisors
California
USD 4.71 M +USD 774 k +44,824 +20%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
USD 3.37 M +USD 1.86 M +107,494 +124%
Jane Street
14
Jane Street
New York
USD 2.6 M +USD 2.58 M +149,558 Nuevas
AssetMark Inc
15
AssetMark Inc
California
USD 2.54 M +USD 345 k +19,966 +16%
IFP Advisors
16
IFP Advisors
Florida
USD 2.5 M +USD 660 k +38,180 +36%
SA
17
Strategic Advisors
New York
USD 2.29 M +USD 645 k +37,320 +39%
Texas Yale Capital Corp
18
Texas Yale Capital Corp
Florida
USD 2.09 M – – –
Mariner
19
Mariner
Kansas
USD 1.94 M -USD 58.7 k -3,400 -3%
Financial Architects (New Jersey)
20
Financial Architects (New Jersey)
New Jersey
USD 1.92 M +USD 121 k +6,984 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
USD 1.66 M -USD 277 k -16,042 -14%
Tower Research Capital (TRC)
22
Tower Research Capital (TRC)
New York
USD 1.42 M +USD 1.29 M +74,654 +1,082%
Valley National Advisers
23
Valley National Advisers
Pennsylvania
USD 1.27 M -USD 315 k -18,256 -20%
Tarbox Family Office
24
Tarbox Family Office
California
USD 1.06 M +USD 1.06 M +61,108 Nuevas
Cabot Wealth Management
25
Cabot Wealth Management
Massachusetts
USD 961 k +USD 108 k +6,254 +13%
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