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
KFA
276
Kelleher Financial Advisors
New York
$360K +$183K +5,124 +119%
E
277
EntreWealth
Texas
$350K -$10.8K -302 -3%
FCH
278
Freestone Capital Holdings
Washington
$343K +$39.9K +1,120 +14%
EFG
279
Ehrlich Financial Group
California
$342K – – –
MPW
280
Magnolia Private Wealth
Pennsylvania
$341K -$47.3K -1,325 -13%
CAL
281
Capital Analysts LLC
Pennsylvania
$340K -$19.2K -537 -6%
PA
282
Parallel Advisors
California
$334K +$79K +2,215 +34%
WT
283
Whittier Trust
California
$334K +$820 +23 +0.3%
D.E. Shaw & Co
284
D.E. Shaw & Co
New York
$332K -$374K -10,490 -55%
AWM
285
Abound Wealth Management
Tennessee
$329K +$8.81K +247 +3%
XT
286
XTX Topco
Cayman Islands
$328K +$308K +8,628 New
BW
287
BIP Wealth
Georgia
$328K +$307K +8,613 New
PIMG
288
Patriot Investment Management Group
Tennessee
$326K – – –
BW
289
BXM Wealth
Colorado
$324K +$303K +8,505 New
JWCA
290
J.W. Cole Advisors
Florida
$313K +$293K +8,221 New
CA
291
Continuum Advisory
Idaho
$311K +$1.85K +52 +0.6%
SSWM
292
Smith Salley Wealth Management
North Carolina
$305K – – –
PCM
293
Prelude Capital Management
New York
$304K +$285K +8,000 New
SWM
294
SeaCrest Wealth Management
New York
$301K +$428 +12 +0.2%
FWI
295
Facet Wealth Inc
Maryland
$301K -$46.6K -1,306 -14%
Vanguard National Trust
296
Vanguard National Trust
Pennsylvania
$300K – – –
IWC
297
Integrated Wealth Concepts
Massachusetts
$299K +$36.7K +1,030 +15%
ECM
298
Evergreen Capital Management
Washington
$299K +$856 +24 +0.3%
HIS
299
Horizon Investment Services
Indiana
$294K +$1.68K +47 +0.6%
Empower Advisory Group
300
Empower Advisory Group
Colorado
$294K -$93.6K -2,625 -25%