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Schwab Fundamental US Broad Market Index ETF
FNDB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Beacon Pointe Advisors
76
Beacon Pointe Advisors
California
USD 815 k +USD 202 k +6,856 +34%
Cozad Asset Management
77
Cozad Asset Management
Illinois
USD 758 k – – –
Chicago Partners Investment Group
78
Chicago Partners Investment Group
Illinois
USD 703 k – – –
Mather Group
79
Mather Group
Illinois
USD 691 k -USD 20.9 k -710 -3%
Elevation Wealth Partners
80
Elevation Wealth Partners
California
USD 664 k +USD 21.7 k +737 +3%
Fidelity Investments
81
Fidelity Investments
Massachusetts
USD 637 k -USD 55.9 k -1,895 -8%
Werba Rubin Papier Wealth Management
82
Werba Rubin Papier Wealth Management
California
USD 631 k +USD 1.77 k +60 +0.3%
BCGM Wealth Management
83
BCGM Wealth Management
Indiana
USD 611 k +USD 26.2 k +889 +5%
Modern Wealth Management
84
Modern Wealth Management
Kansas
USD 603 k +USD 25.7 k +871 +5%
BFI Wealth Solutions
85
BFI Wealth Solutions
Texas
USD 584 k -USD 1.59 k -54 -0.3%
Stifel Financial
86
Stifel Financial
Missouri
USD 582 k +USD 1.18 k +40 +0.2%
RPGK
87
Retirement Planning Group (Kansas)
Kansas
USD 572 k – – –
Redhawk Wealth Advisors
88
Redhawk Wealth Advisors
Minnesota
USD 567 k +USD 2 k +68 +0.4%
LexAurum Advisors
89
LexAurum Advisors
Kansas
USD 563 k +USD 545 k +18,487 Nuevas
Integrated Wealth Concepts
90
Integrated Wealth Concepts
Massachusetts
USD 556 k +USD 57 k +1,931 +12%
Capital Investment Advisory Services
91
Capital Investment Advisory Services
North Carolina
USD 535 k – – –
Intentional Wealth Strategies
92
Intentional Wealth Strategies
Colorado
USD 527 k -USD 29.7 k -1,007 -5%
TIM
93
Total Investment Management
Arizona
USD 499 k +USD 1.5 k +51 +0.3%
Nuveen
94
Nuveen
North Carolina
USD 465 k +USD 450 k +15,274 Nuevas
Empirical Wealth Management
95
Empirical Wealth Management
Washington
USD 444 k – – –
Keyvantage Wealth
96
Keyvantage Wealth
Pennsylvania
USD 441 k – – –
Steward Partners Investment Advisory
97
Steward Partners Investment Advisory
New York
USD 434 k +USD 70.4 k +2,388 +20%
Mission Wealth Management
98
Mission Wealth Management
California
USD 430 k +USD 416 k +14,104 Nuevas
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
USD 410 k -USD 305 k -10,334 -43%
Diversified Trust
100
Diversified Trust
Tennessee
USD 409 k +USD 396 k +13,440 Nuevas
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