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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
376
Synergy Investment Management
Florida
$78.2K -$27.1K -761 -27%
VNA
377
Valley National Advisers
Pennsylvania
$73K -$2.25K -63 -3%
UB
378
UMB Bank
Missouri
$72.3K – – –
KCM
379
Key Capital Management
Tennessee
$71.6K -$4.92K -138 -7%
CJ
380
Caitlin John
Michigan
$68.7K – – –
SRCM
381
Signature Resources Capital Management
California
$67.9K +$4.49K +126 +8%
SIC
382
Salem Investment Counselors
North Carolina
$61.3K – – –
POIA
383
Pin Oak Investment Advisors
Texas
$60K – – –
SFG
384
Strive Financial Group
Indiana
$58.2K +$54.6K +1,530 New
FWP
385
FAS Wealth Partners
Kansas
$58.1K +$107 +3 +0.2%
HI
386
Hoey Investments
Pennsylvania
$57.2K -$1.11K -31 -2%
GI
387
GAMMA Investing
California
$52.3K +$23.1K +649 +89%
LIA
388
Luken Investment Analytics
Tennessee
$50.8K – – –
PP
389
PFS Partners
New Jersey
$47.1K – – –
BH
390
Burk Holdings
Oklahoma
$45.9K -$33.7K -944 -44%
BL
391
BFSG LLC
California
$44.7K +$41.9K +1,174 New
FP
392
Financial Perspectives
Minnesota
$41.4K – – –
ATC
393
Adirondack Trust Company
New York
$41.1K – – –
TWIM
394
TIAA Wealth Investment Management
New York
$41K +$38.6K +1,083 New
CA
395
Crewe Advisors
Utah
$39.3K +$14.9K +419 +68%
BCWM
396
Bartlett & Co Wealth Management
Ohio
$37K – – –
CH
397
CDKV Holdings
Colorado
$35K – – –
GCP
398
Gill Capital Partners
Colorado
$33.8K – – –
OCM
399
Osbon Capital Management
Massachusetts
$33.5K – – –
CFM
400
Compass Financial Management
Florida
$33.4K +$31.3K +877 New
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