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
PPW
26
Pasadena Private Wealth
California
$13.7M -$711K -25,764 -5%
FM
27
Foster & Motley
Ohio
$13.7M +$54.6K +1,978 +0.4%
SA
28
Sanctuary Advisors
Indiana
$13M +$13.2M +479,274 New
CFO
29
Collective Family Office
Pennsylvania
$11.4M +$3.24M +117,486 +40%
CAM
30
Cresset Asset Management
Illinois
$10.5M +$55 +2 +0%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$9.93M +$61.3K +2,224 +0.6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$9.74M +$943K +34,190 +11%
SSWG
33
Seven Springs Wealth Group
Tennessee
$9.61M +$93.8K +3,400 +1%
SPA
34
Shore Point Advisors
New Jersey
$9.61M +$559K +20,276 +6%
JBA
35
Johnson Bixby & Associates
Washington
$9.49M +$375K +13,606 +4%
CST
36
Charles Schwab Trust
Nevada
$9.47M +$215K +7,812 +2%
MCM
37
MAI Capital Management
Ohio
$9.41M +$102K +3,690 +1%
GFG
38
Goldstone Financial Group
Illinois
$9.33M +$1.24M +45,002 +15%
LPL Financial
39
LPL Financial
California
$9.21M +$931K +33,748 +11%
ML
40
McAdam LLC
Pennsylvania
$8.91M -$169K -6,130 -2%
SC
41
Savant Capital
Illinois
$8.5M -$16.5K -600 -0.2%
AFA
42
Arlington Financial Advisors
California
$8.22M -$168K -6,096 -2%
Mariner
43
Mariner
Kansas
$8.05M +$219K +7,926 +3%
Creative Planning
44
Creative Planning
Kansas
$7.41M +$572K +20,736 +8%
SS
45
Sound Stewardship
Kansas
$7.21M +$73.6K +2,670 +1%
Cerity Partners
46
Cerity Partners
New York
$7.13M +$864K +31,340 +14%
KCM
47
Kathmere Capital Management
Pennsylvania
$7.11M -$9.57M -346,894 -57%
NRI
48
NFP Retirement Inc
California
$7.1M +$348K +12,624 +5%
HCA
49
Horan Capital Advisors
Ohio
$6.7M +$38.6K +1,398 +0.6%
WA
50
Waverly Advisors
Alabama
$6.51M +$250K +9,056 +4%