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
FPAS
51
Focus Partners Advisor Solutions
Missouri
$6.27M -$5.96M -191,279 -49%
WA
52
Winter & Associates
Minnesota
$6.04M +$5.98M +191,802 New
MW
53
Marble Wealth
Alabama
$6.01M +$5.94M +190,639 New
ML
54
McAdam LLC
Pennsylvania
$6M -$215K -6,906 -4%
RWM
55
Reston Wealth Management
Virginia
$5.9M -$4.55K -146 -0.1%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$5.81M -$393K -12,601 -7%
PAG
57
Private Advisor Group
New Jersey
$5.34M +$62.7K +2,010 +1%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$5.32M +$238K +7,623 +5%
KCM
59
Kathmere Capital Management
Pennsylvania
$5.27M -$42.7K -1,370 -0.8%
CWM
60
Cabot Wealth Management
Massachusetts
$5.26M +$374K +11,988 +8%
NCM
61
Northland Capital Management
Minnesota
$5.24M +$1.75M +56,050 +51%
HighTower Advisors
62
HighTower Advisors
Illinois
$5.06M +$355K +11,376 +8%
FIA
63
Foundations Investment Advisors
Arizona
$4.92M +$638K +20,448 +15%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$4.8M -$586K -18,796 -11%
Raymond James Financial
65
Raymond James Financial
Florida
$4.79M +$648K +20,786 +16%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$4.42M -$4.18K -134 -0.1%
CAM
67
Cresset Asset Management
Illinois
$4.37M +$25.5K +818 +0.6%
BA
68
Brightwater Advisory
Florida
$4.31M -$87.7K -2,812 -2%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$4.12M +$289K +9,265 +8%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$4.11M +$1.17M +37,398 +40%
MWM
71
Manske Wealth Management
Texas
$4.07M -$22.2K -712 -0.5%
CA
72
Capital Advantage
California
$4.06M +$615K +19,723 +18%
HP
73
Hilltop Partners
Indiana
$4M -$65.8K -2,111 -2%
IA
74
Integrity Alliance
Iowa
$3.95M +$1.68M +54,024 +76%
TYCC
75
Texas Yale Capital Corp
Florida
$3.85M