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
UBS Group
26
UBS Group
Switzerland
$4.13M +$234K +12,040 +6%
Jane Street
27
Jane Street
New York
$3.88M +$51.7K +2,660 +1%
FSWA
28
Financial Synergies Wealth Advisors
Texas
$3.87M +$575K +29,586 +18%
LA
29
LVW Advisors
New York
$3.53M +$990K +50,938 +41%
TYCC
30
Texas Yale Capital Corp
Florida
$3.38M
FANJ
31
Financial Architects (New Jersey)
New Jersey
$3.34M +$147K +7,578 +5%
FFN
32
Focus Financial Network
Minnesota
$3.32M -$796K -40,934 -20%
MAG
33
Mokosak Advisory Group
Iowa
$2.96M -$16.5K -848 -0.6%
CCA
34
Cobblestone Capital Advisors
New York
$2.56M +$1.57M +80,690 +174%
SWM
35
Southern Wealth Management
Texas
$2.48M +$2.4M +123,242 New
TA
36
Tiedemann Advisors
New York
$2.41M -$77.9K -4,010 -3%
FWM
37
Frontier Wealth Management
Missouri
$2.31M -$143K -7,372 -6%
RCA
38
Resonant Capital Advisors
Wisconsin
$2.27M +$2.2M +112,978 New
MWM
39
Madison Wealth Management
Ohio
$2.09M +$2.02M +103,730 New
Bank of America
40
Bank of America
North Carolina
$2.04M -$34.8K -1,788 -2%
YAL
41
Your Advocates Ltd
Texas
$1.97M +$1.9M +97,702 New
HFA
42
Huber Financial Advisors
Illinois
$1.95M +$215K +11,060 +13%
WA
43
Waddell & Associates
Tennessee
$1.87M -$233 -12 -0%
PWSG
44
Pacific Wealth Strategies Group
California
$1.84M +$193K +9,946 +12%
SA
45
Strategic Advisors
New York
$1.69M -$67.6K -3,478 -4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.67M +$1.39M +71,358 +621%
HWA
47
HHM Wealth Advisors
Tennessee
$1.66M +$104K +5,360 +7%
Creative Planning
48
Creative Planning
Kansas
$1.65M +$342K +17,598 +27%
Mariner
49
Mariner
Kansas
$1.58M +$166K +8,542 +12%
RWM
50
Reston Wealth Management
Virginia
$1.51M -$113K -5,814 -7%