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
LPL Financial
26
LPL Financial
California
$15.3M +$840K +25,110 +6%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$14.9M +$959K +28,663 +7%
BIA
28
Bell Investment Advisors
California
$14.5M -$6.29M -187,926 -30%
GFG
29
Goldstone Financial Group
Illinois
$14.4M -$2M -59,703 -12%
Creative Planning
30
Creative Planning
Kansas
$14.2M +$2.42M +72,224 +20%
MCM
31
MAI Capital Management
Ohio
$14M +$1.49M +44,421 +11%
CST
32
Charles Schwab Trust
Nevada
$13.8M +$711K +21,253 +5%
CFO
33
Collective Family Office
Pennsylvania
$12.1M +$611K +18,249 +5%
GWM
34
GSB Wealth Management
Connecticut
$10.7M -$96.6K -2,885 -0.9%
SS
35
Sound Stewardship
Kansas
$10.2M +$395K +11,814 +4%
OWM
36
Opes Wealth Management
California
$9.88M -$192K -5,741 -2%
JBA
37
Johnson Bixby & Associates
Washington
$9.69M +$2.82M +84,221 +39%
WA
38
Waverly Advisors
Alabama
$9.43M +$309K +9,230 +3%
AFA
39
Arlington Financial Advisors
California
$9.23M -$351K -10,484 -4%
AI
40
Accredited Investors
Minnesota
$9.19M -$477K -14,261 -5%
GVAG
41
Great Valley Advisor Group
Delaware
$9.19M +$288K +8,612 +3%
SC
42
Savant Capital
Illinois
$8.63M -$1.1M -32,726 -11%
SPA
43
Shore Point Advisors
New Jersey
$7.31M -$8.07M -241,109 -40%
NRI
44
NFP Retirement Inc
California
$7.19M -$326K -9,726 -4%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$7.14M +$556K +16,621 +8%
PPW
46
Pasadena Private Wealth
California
$6.86M -$725K -21,660 -9%
YAL
47
Your Advocates Ltd
Texas
$6.83M +$234K +6,981 +3%
EWA
48
Exencial Wealth Advisors
Oklahoma
$6.64M -$46.2K -1,381 -0.7%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$6.5M +$1.03M +30,784 +18%
RWM
50
Reston Wealth Management
Virginia
$6.2M +$123K +3,680 +2%