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Schwab Fundamental US Broad Market Index ETF
FNDB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BIP Wealth
51
BIP Wealth
Georgia
USD 1.45 M +USD 1.41 M +47,675 Nuevas
Creative Planning
52
Creative Planning
Kansas
USD 1.45 M -USD 171 k -5,791 -11%
Cornerstone Financial Group
53
Cornerstone Financial Group
Nebraska
USD 1.41 M -USD 33.2 k -1,125 -2%
AQR Capital Management
54
AQR Capital Management
Connecticut
USD 1.38 M -USD 108 k -3,669 -8%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
USD 1.34 M -USD 1.79 M -60,648 -58%
Quadrant Capital Group
56
Quadrant Capital Group
Ohio
USD 1.34 M – – –
Harbour Investments
57
Harbour Investments
Wisconsin
USD 1.34 M +USD 50.2 k +1,703 +4%
Carnegie Investment Counsel
58
Carnegie Investment Counsel
Ohio
USD 1.3 M +USD 6.34 k +215 +0.5%
Coldstream Capital Management
59
Coldstream Capital Management
Washington
USD 1.26 M -USD 247 k -8,369 -17%
HB Wealth Management
60
HB Wealth Management
Georgia
USD 1.21 M – – –
GSG Advisors
61
GSG Advisors
New Jersey
USD 1.2 M -USD 107 k -3,634 -8%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
USD 1.19 M +USD 442 +15 +0%
JP Morgan Chase
63
JP Morgan Chase
New York
USD 1.16 M +USD 219 k +7,413 +24%
Channel Wealth
64
Channel Wealth
California
USD 1.15 M +USD 73.5 k +2,491 +7%
Savant Capital
65
Savant Capital
Illinois
USD 1.13 M +USD 1.09 M +36,876 Nuevas
Marble Wealth
66
Marble Wealth
Alabama
USD 993 k +USD 10.7 k +363 +1%
Sovran Advisors
67
Sovran Advisors
California
USD 932 k +USD 423 k +14,340 +92%
Milestone Investment Advisors
68
Milestone Investment Advisors
Wisconsin
USD 923 k -USD 6.61 k -224 -0.7%
Avant Capital
69
Avant Capital
Louisiana
USD 898 k +USD 15.3 k +518 +2%
Glass Jacobson Investment Advisors
70
Glass Jacobson Investment Advisors
Maryland
USD 889 k -USD 6.96 k -236 -0.8%
Vanguard Capital Wealth Advisors
71
Vanguard Capital Wealth Advisors
Colorado
USD 881 k +USD 263 k +8,919 +45%
McCartney Wealth Management
72
McCartney Wealth Management
Missouri
USD 872 k +USD 1.44 k +49 +0.2%
SFMG Wealth Advisors
73
SFMG Wealth Advisors
Texas
USD 853 k – – –
Bellevue Asset Management
74
Bellevue Asset Management
Washington
USD 846 k +USD 619 +21 +0.1%
Farther Finance Advisors
75
Farther Finance Advisors
California
USD 829 k +USD 56.5 k +1,915 +8%
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