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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
376
Key Capital Management
Tennessee
$71.6K -$4.92K -138 -7%
CJ
377
Caitlin John
Michigan
$68.7K – – –
SRCM
378
Signature Resources Capital Management
California
$67.9K +$4.49K +126 +8%
SIC
379
Salem Investment Counselors
North Carolina
$61.3K – – –
POIA
380
Pin Oak Investment Advisors
Texas
$60K – – –
SFG
381
Strive Financial Group
Indiana
$58.2K +$54.6K +1,530 New
FWP
382
FAS Wealth Partners
Kansas
$58.1K +$107 +3 +0.2%
HI
383
Hoey Investments
Pennsylvania
$57.2K -$1.11K -31 -2%
GI
384
GAMMA Investing
California
$52.3K +$23.1K +649 +89%
LIA
385
Luken Investment Analytics
Tennessee
$50.8K – – –
PP
386
PFS Partners
New Jersey
$47.1K – – –
BH
387
Burk Holdings
Oklahoma
$45.9K -$33.7K -944 -44%
BL
388
BFSG LLC
California
$44.7K +$41.9K +1,174 New
FP
389
Financial Perspectives
Minnesota
$41.4K – – –
ATC
390
Adirondack Trust Company
New York
$41.1K – – –
TWIM
391
TIAA Wealth Investment Management
New York
$41K +$38.6K +1,083 New
CA
392
Crewe Advisors
Utah
$39.3K +$14.9K +419 +68%
BCWM
393
Bartlett & Co Wealth Management
Ohio
$37K – – –
CH
394
CDKV Holdings
Colorado
$35K – – –
GCP
395
Gill Capital Partners
Colorado
$33.8K – – –
OCM
396
Osbon Capital Management
Massachusetts
$33.5K – – –
CFM
397
Compass Financial Management
Florida
$33.4K +$31.3K +877 New
HPIA
398
Hamilton Point Investment Advisors
North Carolina
$32K – – –
NA
399
NewEdge Advisors
Louisiana
$31K – – –
PS
400
Pinney & Scofield
Massachusetts
$29.3K +$71 +2 +0.3%
14 15
16
17 18