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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 2328 M +USD 160 M +8,538,814 +7%
RegentAtlantic Capital
2
RegentAtlantic Capital
New Jersey
USD 29.8 M +USD 671 k +35,730 +2%
Vigilant Capital Management
3
Vigilant Capital Management
Maine
USD 18.7 M -USD 86.5 k -4,604 -0.5%
Clarius Group LLC
4
Clarius Group LLC
Washington
USD 15 M +USD 10.5 M +560,594 +241%
Brouwer & Janachowski
5
Brouwer & Janachowski
California
USD 10.1 M -USD 602 k -32,034 -6%
Ameriprise
6
Ameriprise
Minnesota
USD 9.5 M +USD 3.16 M +168,380 +50%
Riverpoint Wealth Management Holdings
7
Riverpoint Wealth Management Holdings
Illinois
USD 9.31 M +USD 403 k +21,460 +5%
Arlington Financial Advisors
8
Arlington Financial Advisors
California
USD 8.99 M -USD 417 k -22,188 -4%
McAdam LLC
9
McAdam LLC
Pennsylvania
USD 8.75 M +USD 586 k +31,214 +7%
Janiczek Wealth Management
10
Janiczek Wealth Management
Colorado
USD 8.51 M -USD 221 k -11,754 -3%
Brinker Capital Investments
11
Brinker Capital Investments
Pennsylvania
USD 6.95 M -USD 28 M -1,491,622 -80%
Relaxing Retirement Coach
12
Relaxing Retirement Coach
Massachusetts
USD 6.27 M +USD 113 k +6,006 +2%
ProVise Management Group
13
ProVise Management Group
Florida
USD 5.94 M +USD 148 k +7,898 +3%
Capital One Investing
14
Capital One Investing
Virginia
USD 5.54 M +USD 1.04 M +55,496 +23%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 5.43 M +USD 4.91 M +261,708 +1,166%
Opes Wealth Management
16
Opes Wealth Management
California
USD 5.42 M -USD 7.55 k -402 -0.1%
United Capital Financial Advisors
17
United Capital Financial Advisors
Texas
USD 4.03 M -USD 2.22 M -118,168 -36%
SA
18
Strategic Advisors
New York
USD 3.97 M -USD 53.7 k -2,862 -1%
Focus Financial Network
19
Focus Financial Network
Minnesota
USD 3.77 M -USD 29.8 k -1,586 -0.8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 3.76 M +USD 85.3 k +4,540 +2%
Delphi Private Advisors
21
Delphi Private Advisors
California
USD 3.62 M -USD 48.2 k -2,568 -1%
UBS Group
22
UBS Group
Switzerland
USD 3.62 M -USD 108 k -5,758 -3%
Moller Wealth Partners
23
Moller Wealth Partners
USD 3.59 M +USD 2.91 M +155,070 +437%
Texas Yale Capital Corp
24
Texas Yale Capital Corp
Florida
USD 3.17 M -USD 3.16 M -168,200 -50%
Morgan Stanley
25
Morgan Stanley
New York
USD 3.15 M +USD 429 k +22,842 +16%
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