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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 3674 M +USD 176 M +7,395,948 +4%
Waddell & Associates
2
Waddell & Associates
Tennessee
USD 50.1 M +USD 2.14 M +89,608 +4%
Clarius Group LLC
3
Clarius Group LLC
Washington
USD 45.2 M +USD 1.43 M +59,818 +3%
Riverpoint Wealth Management Holdings
4
Riverpoint Wealth Management Holdings
Illinois
USD 20.2 M +USD 379 k +15,886 +2%
Ameriprise
5
Ameriprise
Minnesota
USD 19.8 M +USD 3.07 M +128,878 +16%
Moller Wealth Partners
6
Moller Wealth Partners
USD 19.7 M -USD 133 k -5,592 -0.6%
Resonant Capital Advisors
7
Resonant Capital Advisors
Wisconsin
USD 16.4 M +USD 693 k +29,056 +4%
First Pacific Financial
8
First Pacific Financial
Washington
USD 16.3 M -USD 194 k -8,160 -1%
Gemmer Asset Management
9
Gemmer Asset Management
California
USD 15.9 M +USD 137 k +5,764 +0.8%
Prairiewood Capital
10
Prairiewood Capital
North Dakota
USD 13.4 M +USD 181 k +7,588 +1%
Arlington Financial Advisors
11
Arlington Financial Advisors
California
USD 13.2 M -USD 568 k -23,840 -4%
Callan Capital
12
Callan Capital
California
USD 12.3 M -USD 2.31 M -96,818 -14%
Lincoln National Corp
13
Lincoln National Corp
Pennsylvania
USD 11.8 M +USD 651 k +27,328 +5%
Foster & Motley
14
Foster & Motley
Ohio
USD 10.9 M -USD 576 k -24,166 -4%
Kathmere Capital Management
15
Kathmere Capital Management
Pennsylvania
USD 10.9 M -USD 850 k -35,680 -7%
Janiczek Wealth Management
16
Janiczek Wealth Management
Colorado
USD 10.2 M -USD 268 k -11,226 -2%
McAdam LLC
17
McAdam LLC
Pennsylvania
USD 7.9 M -USD 311 k -13,040 -3%
Savant Capital
18
Savant Capital
Illinois
USD 6.88 M +USD 91.7 k +3,846 +1%
Morgan Stanley
19
Morgan Stanley
New York
USD 6.12 M +USD 234 k +9,820 +4%
Exencial Wealth Advisors
20
Exencial Wealth Advisors
Oklahoma
USD 5.87 M +USD 83.8 k +3,516 +1%
Bell Investment Advisors
21
Bell Investment Advisors
California
USD 5.67 M +USD 1.55 M +64,900 +32%
Shore Point Advisors
22
Shore Point Advisors
New Jersey
USD 5.54 M -USD 27 k -1,132 -0.4%
Johnson Bixby & Associates
23
Johnson Bixby & Associates
Washington
USD 5.18 M -USD 1.1 M -46,072 -16%
Opes Wealth Management
24
Opes Wealth Management
California
USD 4.82 M +USD 207 k +8,690 +4%
Seven Springs Wealth Group
25
Seven Springs Wealth Group
Tennessee
USD 4.8 M +USD 432 k +18,116 +9%
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