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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 1205 M +USD 208 M +12,027,462 +21%
Brouwer & Janachowski
2
Brouwer & Janachowski
California
USD 43.8 M +USD 166 k +9,634 +0.4%
Cobblestone Capital Advisors
3
Cobblestone Capital Advisors
New York
USD 20.3 M -USD 7.06 M -408,650 -26%
Vigilant Capital Management
4
Vigilant Capital Management
Maine
USD 9.7 M +USD 376 k +21,774 +4%
Delphi Private Advisors
5
Delphi Private Advisors
California
USD 7.72 M -USD 5.18 M -299,802 -40%
United Capital Financial Advisors
6
United Capital Financial Advisors
Texas
USD 7.6 M +USD 107 k +6,168 +1%
Ackerman Capital Advisors
7
Ackerman Capital Advisors
Texas
USD 7.42 M +USD 7.38 M +427,000 Nuevas
Riverpoint Wealth Management Holdings
8
Riverpoint Wealth Management Holdings
Illinois
USD 7.26 M +USD 443 k +25,620 +6%
ProVise Management Group
9
ProVise Management Group
Florida
USD 5.34 M -USD 55.2 k -3,196 -1%
FWM
10
Frontier Wealth Management
Missouri
USD 5.3 M -USD 145 k -8,420 -3%
OA
11
Opes Advisors
California
USD 5.23 M +USD 443 k +25,618 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
USD 3.85 M +USD 470 k +27,196 +14%
Jane Street
13
Jane Street
New York
USD 3.5 M +USD 900 k +52,102 +35%
Ladenburg Thalmann Financial Services
14
Ladenburg Thalmann Financial Services
Florida
USD 3.3 M -USD 2.27 M -131,454 -41%
AssetMark Inc
15
AssetMark Inc
California
USD 3.18 M +USD 633 k +36,610 +25%
IFP Advisors
16
IFP Advisors
Florida
USD 2.96 M +USD 446 k +25,794 +18%
Tiedemann Advisors
17
Tiedemann Advisors
New York
USD 2.48 M -USD 14 M -809,720 -85%
SA
18
Strategic Advisors
New York
USD 2.45 M +USD 155 k +8,950 +7%
Texas Yale Capital Corp
19
Texas Yale Capital Corp
Florida
USD 2.09 M – – –
Financial Architects (New Jersey)
20
Financial Architects (New Jersey)
New Jersey
USD 2.09 M +USD 166 k +9,630 +9%
Mariner
21
Mariner
Kansas
USD 1.94 M +USD 899 +52 +0%
Tarbox Family Office
22
Tarbox Family Office
California
USD 1.87 M +USD 802 k +46,438 +76%
Valley National Advisers
23
Valley National Advisers
Pennsylvania
USD 1.13 M -USD 142 k -8,204 -11%
West Coast Financial
24
West Coast Financial
California
USD 961 k – – –
UBS Group
25
UBS Group
Switzerland
USD 960 k +USD 417 k +24,152 +78%
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