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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 4557 M +USD 114 M +4,731,732 +3%
Waddell & Associates
2
Waddell & Associates
Tennessee
USD 62.1 M +USD 841 k +35,054 +1%
Clarius Group LLC
3
Clarius Group LLC
Washington
USD 55 M +USD 596 k +24,820 +1%
Morgan Stanley
4
Morgan Stanley
New York
USD 37.9 M +USD 28.4 M +1,184,918 +372%
Ameriprise
5
Ameriprise
Minnesota
USD 27.7 M -USD 284 k -11,818 -1%
Moller Wealth Partners
6
Moller Wealth Partners
USD 26.1 M +USD 944 k +39,330 +4%
Riverpoint Wealth Management Holdings
7
Riverpoint Wealth Management Holdings
Illinois
USD 25.1 M +USD 603 k +25,128 +3%
Prairiewood Capital
8
Prairiewood Capital
North Dakota
USD 21.4 M +USD 1.03 M +42,930 +5%
First Pacific Financial
9
First Pacific Financial
Washington
USD 20.7 M +USD 544 k +22,682 +3%
Resonant Capital Advisors
10
Resonant Capital Advisors
Wisconsin
USD 20.2 M -USD 559 k -23,282 -3%
Gemmer Asset Management
11
Gemmer Asset Management
California
USD 18.9 M +USD 934 k +38,916 +5%
Arlington Financial Advisors
12
Arlington Financial Advisors
California
USD 18.1 M +USD 384 k +15,980 +2%
UBS Group
13
UBS Group
Switzerland
USD 17.4 M -USD 12.2 M -508,356 -42%
Callan Capital
14
Callan Capital
California
USD 16.5 M -USD 133 k -5,540 -0.8%
Janiczek Wealth Management
15
Janiczek Wealth Management
Colorado
USD 16.2 M -USD 245 k -10,204 -2%
Bell Investment Advisors
16
Bell Investment Advisors
California
USD 16.1 M +USD 1.66 M +69,218 +12%
Lincoln National Corp
17
Lincoln National Corp
Pennsylvania
USD 15.9 M -USD 511 k -21,282 -3%
Kathmere Capital Management
18
Kathmere Capital Management
Pennsylvania
USD 13.7 M +USD 419 k +17,464 +3%
Foster & Motley
19
Foster & Motley
Ohio
USD 12.8 M +USD 183 k +7,624 +2%
Brinker Capital Investments
20
Brinker Capital Investments
Pennsylvania
USD 10.3 M +USD 4.39 M +182,692 +81%
Orion Portfolio Solutions
21
Orion Portfolio Solutions
Nebraska
USD 10.3 M +USD 4.39 M +182,692 +81%
McAdam LLC
22
McAdam LLC
Pennsylvania
USD 8.63 M -USD 133 k -5,554 -2%
Accredited Investors
23
Accredited Investors
Minnesota
USD 8.17 M +USD 4.37 M +181,892 +128%
MWM
24
Madison Wealth Management
Ohio
USD 8.07 M +USD 250 k +10,400 +3%
Mariner
25
Mariner
Kansas
USD 8.04 M +USD 231 k +9,606 +3%
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