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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
376
UMB Bank
Missouri
$61.6K – – –
CJ
377
Caitlin John
Michigan
$58.6K – – –
SPIA
378
Steward Partners Investment Advisory
New York
$57.3K +$67 +2 +0.1%
SRCM
379
Signature Resources Capital Management
California
$53.7K +$8.37K +250 +18%
SIC
380
Salem Investment Counselors
North Carolina
$52.2K +$53.9K +1,610 New
POIA
381
Pin Oak Investment Advisors
Texas
$51K – – –
HI
382
Hoey Investments
Pennsylvania
$49.8K +$1.04K +31 +2%
FWP
383
FAS Wealth Partners
Kansas
$49.4K +$67 +2 +0.1%
LIA
384
Luken Investment Analytics
Tennessee
$43.3K – – –
PP
385
PFS Partners
New Jersey
$40.1K – – –
AUB
386
Atlantic Union Bankshares
Virginia
$35.5K -$1.64K -49 -4%
FP
387
Financial Perspectives
Minnesota
$35.3K – – –
ATC
388
Adirondack Trust Company
New York
$35K – – –
HNW
389
High Note Wealth
Minnesota
$34.6K – – –
BCWM
390
Bartlett & Co Wealth Management
Ohio
$34.3K – – –
CH
391
CDKV Holdings
Colorado
$29.8K – – –
GCP
392
Gill Capital Partners
Colorado
$28.8K +$29.8K +889 New
ME
393
McIlrath & Eck
Washington
$28.6K – – –
OCM
394
Osbon Capital Management
Massachusetts
$28.5K – – –
HPIA
395
Hamilton Point Investment Advisors
North Carolina
$27.2K – – –
NA
396
NewEdge Advisors
Louisiana
$26.4K -$3.11K -93 -10%
PS
397
Pinney & Scofield
Massachusetts
$24.9K +$33 +1 +0.1%
GI
398
GAMMA Investing
California
$23.5K +$24.3K +726 New
BWA
399
Basecamp Wealth Advisors
Washington
$23K – – –
LWM
400
Lodestone Wealth Management
Washington
$20K – – –
14 15
16
17 18