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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 2157 M +USD 112 M +5,758,956 +6%
First Command Financial Services
2
First Command Financial Services
Texas
USD 262 M +USD 256 M +13,091,720 +109,025%
First Command Advisory Services
3
First Command Advisory Services
Texas
USD 261 M +USD 255 M +13,083,074 +46,725,264%
Brouwer & Janachowski
4
Brouwer & Janachowski
California
USD 20.2 M -USD 24.9 M -1,276,382 -56%
Vigilant Capital Management
5
Vigilant Capital Management
Maine
USD 18.1 M +USD 702 k +35,954 +4%
CreativeOne Wealth
6
CreativeOne Wealth
Kansas
USD 11.3 M -USD 3.47 M -177,844 -24%
Riverpoint Wealth Management Holdings
7
Riverpoint Wealth Management Holdings
Illinois
USD 10.4 M +USD 414 k +21,196 +4%
Arlington Financial Advisors
8
Arlington Financial Advisors
California
USD 7.69 M +USD 899 k +46,078 +14%
Delphi Private Advisors
9
Delphi Private Advisors
California
USD 7.06 M -USD 732 k -37,516 -10%
United Capital Financial Advisors
10
United Capital Financial Advisors
Texas
USD 5.76 M -USD 540 k -27,682 -9%
OA
11
Opes Advisors
California
USD 5.71 M +USD 3.2 k +164 +0.1%
ProVise Management Group
12
ProVise Management Group
Florida
USD 5.71 M +USD 90.6 k +4,642 +2%
Relaxing Retirement Coach
13
Relaxing Retirement Coach
Massachusetts
USD 5.4 M +USD 828 k +42,422 +19%
Brinker Capital Investments
14
Brinker Capital Investments
Pennsylvania
USD 5.23 M +USD 1.22 M +62,248 +31%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 4.96 M +USD 26.3 k +1,346 +0.5%
SVA Wealth Management
16
SVA Wealth Management
Wisconsin
USD 4.54 M +USD 4.45 M +227,786 Nuevas
FWM
17
Frontier Wealth Management
Missouri
USD 4.44 M -USD 307 k -15,746 -7%
Tiedemann Advisors
18
Tiedemann Advisors
New York
USD 3.47 M -USD 36 k -1,846 -1%
IFP Advisors
19
IFP Advisors
Florida
USD 3.46 M -USD 246 k -12,578 -7%
Texas Yale Capital Corp
20
Texas Yale Capital Corp
Florida
USD 3.44 M +USD 390 k +20,000 +13%
UBS Group
21
UBS Group
Switzerland
USD 3.43 M +USD 1.9 M +97,588 +131%
SA
22
Strategic Advisors
New York
USD 3.42 M +USD 201 k +10,320 +6%
Financial Architects (New Jersey)
23
Financial Architects (New Jersey)
New Jersey
USD 2.85 M +USD 308 k +15,784 +12%
RegentAtlantic Capital
24
RegentAtlantic Capital
New Jersey
USD 2.22 M +USD 680 k +34,838 +46%
Mariner
25
Mariner
Kansas
USD 2.16 M -USD 58.3 k -2,986 -3%
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