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
HPIA
401
Hamilton Point Investment Advisors
North Carolina
$32K – – –
NA
402
NewEdge Advisors
Louisiana
$31K – – –
PS
403
Pinney & Scofield
Massachusetts
$29.3K +$71 +2 +0.3%
BWA
404
Basecamp Wealth Advisors
Washington
$27K – – –
HIA
405
Highland Investment Advisors
Florida
$26.8K +$25.1K +703 New
QC
406
Quent Capital
New York
$25K +$23.4K +657 New
CCWM
407
Cassaday & Co Wealth Management
Virginia
$24K +$6.92K +194 +44%
LWM
408
Lodestone Wealth Management
Washington
$23.5K – – –
SGK
409
Steigerwald Gordon & Koch
Virginia
$23.3K – – –
DF
410
Dunhill Financial
United Kingdom
$22.8K – – –
KFI
411
Key Financial Inc
Pennsylvania
$22.3K – – –
DPW
412
DiNuzzo Private Wealth
Pennsylvania
$21.2K – – –
CW
413
CrossGen Wealth
North Carolina
$20.6K +$19.3K +542 New
VWA
414
Valued Wealth Advisors
Utah
$20.2K – – –
HFG
415
Harborfront Financial Group
Michigan
$19.6K +$18.4K +515 New
APFP
416
Action Point Financial Planning
Michigan
$18.8K +$17.7K +496 New
HNB
417
Huntington National Bank
Ohio
$18.6K – – –
SWM
418
Spire Wealth Management
Virginia
$16.7K – – –
VWM
419
Vermillion Wealth Management
Minnesota
$16.2K -$161K -4,511 -91%
GWS
420
Glassman Wealth Services
Virginia
$15.6K – – –
FB
421
First Bancorp
Maine
$15.5K +$14.6K +408 New
SL
422
Salomon & Ludwin
Virginia
$15.2K -$749 -21 -5%
HFS
423
Hantz Financial Services
Michigan
$15K +$7.31K +205 +108%
Citigroup
424
Citigroup
New York
$14K – – –
KA
425
Kozak & Associates
Colorado
$13.7K +$36 +1 +0.3%