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
RF
76
RHS Financial
California
$310K +$346K +18,882 New
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$294K +$329K +17,946 New
SFS
78
Summit Financial Strategies
Ohio
$293K +$327K +17,844 New
SWM
79
SeaCrest Wealth Management
New York
$282K +$74.4K +4,064 +31%
BC
80
Burleson & Co
California
$263K +$19.7K +1,076 +8%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$254K -$10.8K -590 -4%
Morgan Stanley
82
Morgan Stanley
New York
$248K -$203K -11,058 -42%
3C
83
361 Capital
Colorado
$245K -$28.1K -1,532 -9%
JIC
84
Johnson Investment Counsel
Ohio
$234K +$262K +14,328 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$226K -$14.3K -780 -5%
PA
86
PFG Advisors
Arizona
$223K +$218K +11,900 New
WA
87
WESPAC Advisors
California
$221K +$1.32K +72 +0.5%
SCM
88
SOL Capital Management
Maryland
$221K +$22.5K +1,230 +10%
MAU
89
MRA Associates USA
Arizona
$141K +$158K +8,606 New
QCG
90
Quadrant Capital Group
Ohio
$123K – – –
APSP
91
Asset Planning Services (Pennsylvania)
Pennsylvania
$93K +$73 +4 +0.1%
TCM
92
Tradewinds Capital Management
Washington
$86K +$95.6K +5,220 New
TRCT
93
Tower Research Capital (TRC)
New York
$84K -$202K -11,030 -68%
BBPWM
94
Blue Bell Private Wealth Management
Pennsylvania
$82K +$74.5K +4,066 +435%
AG
95
Advisor Group
Arizona
$77K -$5.61K -306 -6%
ADL
96
Asset Dedication LLC
California
$73K – – –
OIA
97
OneDigital Investment Advisors
Kansas
$64K +$15.8K +862 +28%
Ameriprise
98
Ameriprise
Minnesota
$47K – – –
DWM
99
Destination Wealth Management
California
$46K -$7.58K -414 -13%
William Blair & Company
100
William Blair & Company
Illinois
$39K +$42.2K +2,304 +2,880%