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
CIA
251
Capital Investment Advisors
Georgia
$313K -$35.2K -1,297 -11%
SWM
252
SeaCrest Wealth Management
New York
$310K -$21.2K -782 -7%
KIA
253
KCM Investment Advisors
California
$305K +$289K +10,661 New
NFG
254
Nations Financial Group
Iowa
$296K -$4.69K -173 -2%
IAA
255
Independent Advisor Alliance
North Carolina
$296K -$3.09K -114 -1%
CA
256
Clearstead Advisors
Ohio
$292K +$1.49K +55 +0.5%
USCWA
257
U.S. Capital Wealth Advisors
Texas
$291K -$40.3K -1,485 -13%
BIG
258
Brooklyn Investment Group
New York
$291K +$288K +10,610 New
Wells Fargo
259
Wells Fargo
California
$288K +$84.6K +3,118 +45%
TPI
260
Trust Point Inc
Wisconsin
$283K +$268K +9,880 New
PIMG
261
Patriot Investment Management Group
Tennessee
$279K
JWCA
262
J.W. Cole Advisors
Florida
$277K -$52.5K -1,936 -17%
CCG
263
Coastwise Capital Group
California
$276K +$651 +24 +0.2%
OWM
264
OneAscent Wealth Management
Alabama
$274K -$65.1K -2,400 -20%
FCH
265
Freestone Capital Holdings
Washington
$269K -$108K -3,994 -30%
BCM
266
Brookstone Capital Management
Illinois
$267K -$89.6K -3,302 -26%
QCM
267
QRG Capital Management
Illinois
$266K +$22.2K +817 +10%
SF
268
Symphony Financial
Texas
$263K -$497K -18,315 -100%
EFG
269
Ehrlich Financial Group
California
$257K
PCMK
270
Paragon Capital Management (Kansas)
Kansas
$257K +$4.91K +181 +2%
SEIA
271
Signature Estate & Investment Advisors
California
$255K -$477K -17,590 -66%
WT
272
Whittier Trust
California
$250K +$597 +22 +0.3%
AWM
273
Abound Wealth Management
Tennessee
$242K +$89.9K +3,316 +65%
MT
274
Midwest Trust
Kansas
$239K +$226K +8,328 New
SA
275
Sovran Advisors
California
$237K -$219K -8,067 -50%