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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 3742 M +USD 957 M +38,744,162 +31%
Waddell & Associates
2
Waddell & Associates
Tennessee
USD 51.3 M +USD 19.3 M +780,174 +52%
Clarius Group LLC
3
Clarius Group LLC
Washington
USD 46.8 M +USD 917 k +37,150 +2%
Moller Wealth Partners
4
Moller Wealth Partners
USD 21.1 M +USD 1.58 M +64,176 +7%
Riverpoint Wealth Management Holdings
5
Riverpoint Wealth Management Holdings
Illinois
USD 21.1 M +USD 403 k +16,330 +2%
Ameriprise
6
Ameriprise
Minnesota
USD 18.1 M +USD 744 k +30,154 +4%
First Pacific Financial
7
First Pacific Financial
Washington
USD 17.5 M -USD 396 k -16,028 -2%
Gemmer Asset Management
8
Gemmer Asset Management
California
USD 16.8 M -USD 586 k -23,752 -3%
Resonant Capital Advisors
9
Resonant Capital Advisors
Wisconsin
USD 16.8 M +USD 102 k +4,114 +0.6%
Callan Capital
10
Callan Capital
California
USD 15.3 M +USD 2.97 M +120,402 +22%
Arlington Financial Advisors
11
Arlington Financial Advisors
California
USD 14.6 M +USD 91.9 k +3,724 +0.6%
Prairiewood Capital
12
Prairiewood Capital
North Dakota
USD 14.1 M +USD 62.3 k +2,524 +0.4%
Kathmere Capital Management
13
Kathmere Capital Management
Pennsylvania
USD 12.4 M +USD 1.04 M +42,004 +8%
Foster & Motley
14
Foster & Motley
Ohio
USD 12.2 M +USD 147 k +5,936 +1%
Lincoln National Corp
15
Lincoln National Corp
Pennsylvania
USD 12 M +USD 45.5 k +1,842 +0.3%
Janiczek Wealth Management
16
Janiczek Wealth Management
Colorado
USD 11.8 M -USD 239 k -9,678 -2%
McAdam LLC
17
McAdam LLC
Pennsylvania
USD 8.7 M -USD 1.05 M -42,376 -10%
Savant Capital
18
Savant Capital
Illinois
USD 7.24 M -USD 14.7 k -594 -0.2%
Johnson Bixby & Associates
19
Johnson Bixby & Associates
Washington
USD 6.55 M +USD 810 k +32,828 +13%
Morgan Stanley
20
Morgan Stanley
New York
USD 6.29 M +USD 468 k +18,964 +7%
Exencial Wealth Advisors
21
Exencial Wealth Advisors
Oklahoma
USD 6.17 M +USD 393 k +15,906 +6%
UBS Group
22
UBS Group
Switzerland
USD 5.94 M +USD 2.7 M +109,560 +72%
Shore Point Advisors
23
Shore Point Advisors
New Jersey
USD 5.92 M -USD 77.2 k -3,126 -1%
ProVise Management Group
24
ProVise Management Group
Florida
USD 5.32 M -USD 131 k -5,290 -2%
Cerity Partners
25
Cerity Partners
New York
USD 5.24 M +USD 21.9 k +888 +0.4%
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