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
RDWM
251
Red Door Wealth Management
Tennessee
$315K -$185K -6,320 -35%
LFG
252
Larson Financial Group
Missouri
$309K -$135K -4,625 -29%
RIA
253
Regal Investment Advisors
Michigan
$309K +$293 +10 +0.1%
HIS
254
Horizon Investment Services
Indiana
$309K -$529K -18,084 -62%
PCMC
255
Paragon Capital Management (Colorado)
Colorado
$300K
NCM
256
Noesis Capital Mangement
Florida
$299K +$8.07K +276 +3%
GT
257
Glenmede Trust
Pennsylvania
$293K +$57.8K +1,976 +23%
QCM
258
Quantinno Capital Management
New York
$292K +$37K +1,263 +13%
NFG
259
Nations Financial Group
Iowa
$288K +$1.78K +61 +0.6%
IAA
260
Independent Advisor Alliance
North Carolina
$286K -$44.1K -1,507 -13%
Fisher Asset Management
261
Fisher Asset Management
Washington
$282K +$302K +10,308 New
CA
262
Clearstead Advisors
Ohio
$278K
TC
263
TownSquare Capital
Utah
$276K +$295K +10,076 New
Goldman Sachs
264
Goldman Sachs
New York
$274K +$293K +10,006 New
CAM
265
Cozad Asset Management
Illinois
$273K -$72K -2,460 -20%
HIP
266
HUB Investment Partners
Texas
$272K +$31.4K +1,072 +12%
BIG
267
Builder Investment Group
Georgia
$270K
PIMG
268
Patriot Investment Management Group
Tennessee
$267K +$1.67K +57 +0.6%
CCG
269
Coastwise Capital Group
California
$263K +$527 +18 +0.2%
RWP
270
Revolve Wealth Partners
New Jersey
$253K +$17.4K +594 +7%
EFG
271
Ehrlich Financial Group
California
$246K
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$242K -$13.8K -472 -5%
PCMK
273
Paragon Capital Management (Kansas)
Kansas
$241K +$468 +16 +0.2%
WT
274
Whittier Trust
California
$239K +$497 +17 +0.2%
SFC
275
Sprinkle Financial Consultants
Colorado
$239K -$10.8K -369 -4%