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Schwab Fundamental US Broad Market Index ETF
FNDB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AlphaCore Capital
1
AlphaCore Capital
California
USD 36.6 M -USD 792 k -26,868 -2%
Financial Consulate
2
Financial Consulate
Maryland
USD 32.8 M +USD 1.15 M +38,917 +4%
EP Wealth Advisors
3
EP Wealth Advisors
California
USD 22.5 M +USD 21.5 M +728,005 +6,159%
SS
4
Sound Stewardship
Kansas
USD 19.8 M +USD 269 k +9,111 +1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
USD 18.6 M +USD 3.67 M +124,293 +25%
HighTower Advisors
6
HighTower Advisors
Illinois
USD 16.7 M -USD 3.12 M -105,911 -16%
Bank of America
7
Bank of America
North Carolina
USD 14.5 M +USD 1.26 M +42,608 +10%
Morgan Stanley
8
Morgan Stanley
New York
USD 13.2 M -USD 140 k -4,747 -1%
Raymond James Financial
9
Raymond James Financial
Florida
USD 9.31 M +USD 135 k +4,562 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 9.03 M +USD 555 k +18,829 +7%
Sigma Planning Corp
11
Sigma Planning Corp
Michigan
USD 8.07 M +USD 7.81 M +264,893 Nuevas
BA
12
Brightwater Advisory
Florida
USD 8.02 M -USD 283 k -9,600 -4%
FCM
13
Family Capital Management
Michigan
USD 7.3 M +USD 151 k +5,113 +2%
MML Investors Services
14
MML Investors Services
Massachusetts
USD 6.62 M +USD 1.35 M +45,681 +27%
Mariner
15
Mariner
Kansas
USD 6.39 M +USD 264 k +8,943 +4%
KFS
16
Kaizen Financial Strategies
California
USD 6.08 M +USD 3.11 M +105,337 +112%
Osaic Holdings
17
Osaic Holdings
Arizona
USD 5.94 M +USD 3.45 M +116,851 +150%
Jones Financial Companies
18
Jones Financial Companies
Missouri
USD 5.55 M +USD 1.28 M +43,347 +31%
Leonard Rickey Investment Advisors
19
Leonard Rickey Investment Advisors
Washington
USD 5.33 M -USD 8.35 k -283 -0.2%
RF
20
Rossby Financial
Florida
USD 5.09 M -USD 32.5 k -1,103 -0.7%
MA
21
Mezzasalma Advisors
New Jersey
USD 4.18 M +USD 46.3 k +1,569 +1%
EP
22
Essential Partners
California
USD 4.15 M +USD 272 k +9,230 +7%
James Investment Research
23
James Investment Research
Ohio
USD 3.92 M +USD 550 k +18,646 +17%
GFP
24
Guardian Financial Partners
California
USD 3.84 M -USD 245 k -8,297 -6%
AV
25
Aspiring Ventures
Ohio
USD 3.57 M -USD 65.1 k -2,207 -2%
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