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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 3194 M +USD 67.8 M +2,544,952 +2%
Clarius Group LLC
2
Clarius Group LLC
Washington
USD 52 M -USD 342 k -12,846 -0.7%
Brinker Capital Investments
3
Brinker Capital Investments
Pennsylvania
USD 45.9 M -USD 1.73 M -64,974 -4%
Waddell & Associates
4
Waddell & Associates
Tennessee
USD 38.1 M +USD 159 k +5,970 +0.4%
Riverpoint Wealth Management Holdings
5
Riverpoint Wealth Management Holdings
Illinois
USD 23.3 M -USD 410 k -15,390 -2%
Moller Wealth Partners
6
Moller Wealth Partners
USD 21.9 M +USD 193 k +7,232 +0.9%
First Pacific Financial
7
First Pacific Financial
Washington
USD 20.3 M +USD 78.7 k +2,958 +0.4%
Resonant Capital Advisors
8
Resonant Capital Advisors
Wisconsin
USD 17.4 M +USD 454 k +17,060 +3%
Arlington Financial Advisors
9
Arlington Financial Advisors
California
USD 17.2 M -USD 488 k -18,326 -3%
Gemmer Asset Management
10
Gemmer Asset Management
California
USD 16.2 M +USD 1.53 M +57,446 +11%
Ameriprise
11
Ameriprise
Minnesota
USD 15.1 M +USD 552 k +20,730 +4%
Lincoln National Corp
12
Lincoln National Corp
Pennsylvania
USD 14.8 M +USD 261 k +9,804 +2%
Charles Schwab Trust
13
Charles Schwab Trust
Nevada
USD 13.7 M +USD 214 k +8,054 +2%
Janiczek Wealth Management
14
Janiczek Wealth Management
Colorado
USD 13.5 M +USD 354 k +13,284 +3%
Foster & Motley
15
Foster & Motley
Ohio
USD 13.3 M -USD 273 k -10,248 -2%
McAdam LLC
16
McAdam LLC
Pennsylvania
USD 12.6 M -USD 446 k -16,768 -3%
Prairiewood Capital
17
Prairiewood Capital
North Dakota
USD 11.8 M +USD 899 k +33,786 +8%
Callan Capital
18
Callan Capital
California
USD 9.32 M +USD 476 k +17,862 +5%
Capital One Financial
19
Capital One Financial
Virginia
USD 8.52 M -USD 602 k -22,614 -7%
Savant Capital
20
Savant Capital
Illinois
USD 8.23 M -USD 10.6 k -398 -0.1%
Morgan Stanley
21
Morgan Stanley
New York
USD 7.28 M -USD 965 k -36,236 -12%
ProVise Management Group
22
ProVise Management Group
Florida
USD 6.91 M -USD 49 k -1,840 -0.7%
Kathmere Capital Management
23
Kathmere Capital Management
Pennsylvania
USD 6.8 M +USD 2.19 M +82,400 +49%
Brouwer & Janachowski
24
Brouwer & Janachowski
California
USD 6.64 M -USD 90 k -3,382 -1%
Pacific Wealth Strategies Group
25
Pacific Wealth Strategies Group
California
USD 5.49 M +USD 1.88 M +70,440 +54%
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