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
JHCP
351
Jackson Hole Capital Partners
Oklahoma
$123K
GWM
352
Geneos Wealth Management
Colorado
$110K -$21.7K -648 -16%
PWAM
353
Private Wealth Asset Management
Iowa
$108K +$167 +5 +0.2%
National Bank of Canada
354
National Bank of Canada
Quebec, Canada
$108K +$111K +3,302 New
IWS
355
Intentional Wealth Strategies
Colorado
$101K +$104K +3,108 New
QCG
356
Quadrant Capital Group
Ohio
$100K +$55.2K +1,650 +115%
AT
357
Arlington Trust
Alabama
$95K
PMFA
358
Plante Moran Financial Advisors
Michigan
$93.2K
SIM
359
Synergy Investment Management
Florida
$91.3K +$94.2K +2,815 New
MMCM
360
Murphy & Mullick Capital Management
New York
$89.4K
FRA
361
Front Row Advisors
California
$87.6K
AA
362
Ancora Advisors
Ohio
$84.7K -$49.1K -1,467 -36%
FW
363
Fairway Wealth
Ohio
$80K
BFPW
364
BOK Financial Private Wealth
Colorado
$79K
CFD
365
Creative Financial Designs
Indiana
$78.6K -$837 -25 -1%
GJIA
366
Glass Jacobson Investment Advisors
Maryland
$74.2K +$76.5K +2,287 New
BCMIO
367
Beacon Capital Management Inc (Ohio)
Ohio
$70K +$72.2K +2,158 New
BH
368
Burk Holdings
Oklahoma
$69.8K +$72K +2,151 New
EWA
369
Elevate Wealth Advisory
Georgia
$69.1K
AWM
370
Activest Wealth Management
Florida
$69.1K +$234 +7 +0.3%
Franklin Resources
371
Franklin Resources
California
$66.8K
KCM
372
Key Capital Management
Tennessee
$65.4K +$4.62K +138 +7%
VNA
373
Valley National Advisers
Pennsylvania
$64K -$536 -16 -0.8%
UB
374
UMB Bank
Missouri
$61.6K
CJ
375
Caitlin John
Michigan
$58.6K