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Schwab Fundamental US Large Company Index ETF
FNDX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab
1
Charles Schwab
California
USD 11.7 mil M -USD 1342 M -44,452,895 -11%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
USD 897 M +USD 40.8 M +1,350,281 +5%
KeyBank National Association
3
KeyBank National Association
Ohio
USD 475 M +USD 84.9 M +2,814,396 +23%
McAdam LLC
4
McAdam LLC
Pennsylvania
USD 340 M +USD 47.1 M +1,561,245 +17%
Boulay Financial Advisors
5
Boulay Financial Advisors
Minnesota
USD 303 M +USD 5.32 M +176,225 +2%
Ameriprise
6
Ameriprise
Minnesota
USD 265 M +USD 11.2 M +372,051 +5%
Signature Estate & Investment Advisors
7
Signature Estate & Investment Advisors
California
USD 232 M -USD 28.7 M -952,317 -11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 219 M +USD 12.6 M +416,802 +6%
Steele Capital Management
9
Steele Capital Management
Iowa
USD 200 M +USD 3.72 M +123,253 +2%
LPL Financial
10
LPL Financial
California
USD 195 M +USD 13.1 M +435,438 +7%
Morgan Stanley
11
Morgan Stanley
New York
USD 184 M +USD 14.3 M +472,446 +9%
Glassman Wealth Services
12
Glassman Wealth Services
Virginia
USD 143 M -USD 1.89 M -62,675 -1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
USD 128 M +USD 6.79 M +224,866 +6%
Charles Schwab Trust
14
Charles Schwab Trust
Nevada
USD 112 M +USD 11.7 M +387,946 +12%
NB
15
Northwest Bancshares
Pennsylvania
USD 107 M -USD 16.1 M -532,386 -13%
Bank of America
16
Bank of America
North Carolina
USD 105 M +USD 7.32 M +242,438 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
USD 99.4 M +USD 17.1 M +566,994 +22%
AlphaCore Capital
18
AlphaCore Capital
California
USD 90.9 M -USD 3.87 M -128,213 -4%
Quadrant Capital Group
19
Quadrant Capital Group
Ohio
USD 84.2 M +USD 77.9 k +2,580 +0.1%
Gemmer Asset Management
20
Gemmer Asset Management
California
USD 83.6 M +USD 137 k +4,524 +0.2%
Clark Capital Management Group
21
Clark Capital Management Group
Pennsylvania
USD 83.5 M +USD 5.73 M +190,007 +8%
RWM
22
Reston Wealth Management
Virginia
USD 73.6 M +USD 1.1 M +36,444 +2%
BlueStem Wealth Partners
23
BlueStem Wealth Partners
Minnesota
USD 73.4 M +USD 46.5 M +1,542,111 +188%
Kelman-Lazarov Inc
24
Kelman-Lazarov Inc
Tennessee
USD 73.1 M -USD 633 k -20,986 -0.9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
USD 70.9 M +USD 3.12 M +103,271 +5%
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