We are live on ! Find out more
FNDA icon

Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
226
CWA Asset Management Group
Florida
$389K +$9.68K +357 +3%
RWM
227
Riverchase Wealth Management
Texas
$384K -$101K -3,737 -22%
CRC
228
Curi RMB Capital
Illinois
$384K +$363K +13,399 New
BAWC
229
Boyce & Associates Wealth Consulting
Texas
$383K +$42K +1,549 +13%
KAS
230
Kestra Advisory Services
Texas
$366K -$10.1K -373 -3%
Northern Trust
231
Northern Trust
Illinois
$363K +$4.53K +167 +1%
MCM
232
Mengis Capital Management
Oregon
$362K -$21.7K -799 -6%
LI
233
Lafayette Investments
Maryland
$361K +$1.36K +50 +0.4%
AC
234
Annandale Capital
Texas
$361K
CAM
235
Clark Asset Management
New Hampshire
$361K +$341K +12,589 New
CAM
236
Cozad Asset Management
Illinois
$356K +$66.7K +2,460 +25%
HIM
237
Harbour Investment Management
Washington
$355K
PFS
238
Prospera Financial Services
Texas
$353K +$461 +17 +0.1%
MPW
239
Magnolia Private Wealth
Pennsylvania
$353K -$38K -1,402 -10%
AA
240
Auxano Advisors
Washington
$352K +$841 +31 +0.3%
HR
241
Howe & Rusling
New York
$348K +$147K +5,432 +81%
AP
242
Appleton Partners
Massachusetts
$343K -$30.8K -1,135 -9%
E
243
EntreWealth
Texas
$339K -$265K -9,778 -45%
RDWM
244
Red Door Wealth Management
Tennessee
$329K -$949 -35 -0.3%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$320K -$35.5K -1,308 -10%
NCM
246
Noesis Capital Mangement
Florida
$318K +$5.56K +205 +2%
EWA
247
EverSource Wealth Advisors
Alabama
$317K +$300K +11,058 New
Empower Advisory Group
248
Empower Advisory Group
Colorado
$316K +$300K +11,047 New
PCMC
249
Paragon Capital Management (Colorado)
Colorado
$314K
GIM
250
Glenmede Investment Management
Pennsylvania
$313K +$296K +10,926 New