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
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$13.3M +$1.08M +39,808 +9%
SSWG
27
Seven Springs Wealth Group
Tennessee
$12.1M +$1.18M +43,637 +11%
LPL Financial
28
LPL Financial
California
$12.1M +$660K +24,320 +6%
SPA
29
Shore Point Advisors
New Jersey
$11.9M +$513K +18,926 +5%
GVAG
30
Great Valley Advisor Group
Delaware
$10.1M -$3.99M -147,018 -29%
CST
31
Charles Schwab Trust
Nevada
$10.1M -$1.03M -38,103 -10%
CFO
32
Collective Family Office
Pennsylvania
$9.31M -$3.51M -129,421 -28%
MCM
33
MAI Capital Management
Ohio
$9.23M -$411K -15,140 -4%
SA
34
Sanctuary Advisors
Indiana
$9.06M -$153K -5,633 -2%
GWM
35
GSB Wealth Management
Connecticut
$8.89M +$599K +22,091 +8%
Creative Planning
36
Creative Planning
Kansas
$8.64M +$1.6K +59 +0%
Mariner
37
Mariner
Kansas
$8.53M -$424K -15,626 -5%
SS
38
Sound Stewardship
Kansas
$8.41M +$563K +20,741 +8%
OWM
39
Opes Wealth Management
California
$8.38M +$669K +24,675 +9%
AFA
40
Arlington Financial Advisors
California
$8.33M +$113K +4,160 +1%
NRI
41
NFP Retirement Inc
California
$8.32M -$68.5K -2,527 -0.9%
PPW
42
Pasadena Private Wealth
California
$7.91M -$6.46M -238,198 -46%
WA
43
Waverly Advisors
Alabama
$7.71M +$194K +7,168 +3%
HW
44
HORAN Wealth
Ohio
$7.63M +$7.23M +266,374 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$7.22M +$5.74M +211,538 +521%
FC
46
Forte Capital
New York
$7.12M -$63.7K -2,347 -0.9%
JBA
47
Johnson Bixby & Associates
Washington
$6.96M -$124K -4,553 -2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$6.3M +$3.14M +115,826 +111%
ML
49
McAdam LLC
Pennsylvania
$5.98M -$196K -7,232 -3%
EWA
50
Exencial Wealth Advisors
Oklahoma
$5.95M -$68.5K -2,525 -1%