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Schwab Fundamental US Large Company Index ETF
FNDX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HighTower Advisors
26
HighTower Advisors
Illinois
USD 70.1 M +USD 6.93 M +229,517 +11%
Bell Investment Advisors
27
Bell Investment Advisors
California
USD 68.5 M +USD 728 k +24,136 +1%
Creative Planning
28
Creative Planning
Kansas
USD 67.8 M +USD 291 k +9,654 +0.4%
Lee Financial
29
Lee Financial
Texas
USD 67.7 M -USD 200 k -6,641 -0.3%
True North Advisors
30
True North Advisors
Texas
USD 66.6 M +USD 2.02 M +67,040 +3%
UBS Group
31
UBS Group
Switzerland
USD 64.2 M -USD 2.45 M -81,031 -4%
Osaic Holdings
32
Osaic Holdings
Arizona
USD 63.6 M +USD 22.5 M +745,040 +57%
Prairiewood Capital
33
Prairiewood Capital
North Dakota
USD 61.4 M +USD 1.78 M +58,960 +3%
Davenport & Co
34
Davenport & Co
Virginia
USD 60.9 M +USD 25.8 M +854,400 +77%
AA
35
Ashford Advisors
New York
USD 56.9 M -USD 215 k -7,139 -0.4%
Eagle Strategies
36
Eagle Strategies
New York
USD 56.4 M +USD 23.1 M +766,545 +73%
Cornerstone Planning Group
37
Cornerstone Planning Group
New Jersey
USD 55.1 M +USD 1.41 M +46,661 +3%
Tanglewood Wealth Management
38
Tanglewood Wealth Management
Texas
USD 53.5 M +USD 516 k +17,092 +1%
Koesten Hirschmann & Crabtree
39
Koesten Hirschmann & Crabtree
Kansas
USD 52.7 M -USD 305 k -10,121 -0.6%
Kavar Capital Partners Group
40
Kavar Capital Partners Group
Kansas
USD 51.3 M +USD 1.71 M +56,498 +4%
Leonard Rickey Investment Advisors
41
Leonard Rickey Investment Advisors
Washington
USD 47.6 M +USD 912 k +30,212 +2%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
USD 45.6 M -USD 324 k -10,740 -0.7%
Resonant Capital Advisors
43
Resonant Capital Advisors
Wisconsin
USD 44.3 M -USD 1.22 M -40,489 -3%
UFAC
44
Urban Financial Advisory Corp
Illinois
USD 37.6 M +USD 3.93 M +130,192 +12%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
USD 35.8 M -USD 1.61 M -53,388 -4%
Belpointe Asset Management
46
Belpointe Asset Management
Nevada
USD 35.7 M +USD 119 k +3,927 +0.3%
Fortis Capital Advisors
47
Fortis Capital Advisors
Kansas
USD 35.7 M +USD 119 k +3,927 +0.3%
PTM Wealth Management
48
PTM Wealth Management
United States
USD 35 M +USD 1.8 M +59,714 +6%
Great Valley Advisor Group
49
Great Valley Advisor Group
Delaware
USD 34.8 M -USD 561 k -18,585 -2%
NFP Retirement Inc
50
NFP Retirement Inc
California
USD 34.5 M +USD 4.69 M +155,250 +16%
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