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
KLI
101
Kelman-Lazarov Inc
Tennessee
$2.59M -$9.66K -271 -0.4%
SA
102
Sanctuary Advisors
Indiana
$2.58M +$103K +2,901 +4%
KF
103
Krilogy Financial
Missouri
$2.41M -$307K -8,617 -12%
CPCP
104
Cedar Point Capital Partners
Iowa
$2.4M +$93.4K +2,620 +4%
SFA
105
Sequoia Financial Advisors
Ohio
$2.34M +$21.3K +597 +1%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$2.33M +$140K +3,913 +7%
BWM
107
BCS Wealth Management
Tennessee
$2.33M +$372K +10,422 +21%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$2.31M +$51.6K +1,448 +2%
FWP
109
Flatrock Wealth Partners
California
$2.25M +$271K +7,602 +15%
MA
110
McGrath & Associates
North Carolina
$2.22M -$97.1K -2,722 -4%
KFS
111
Kaizen Financial Strategies
California
$2.21M +$38K +1,065 +2%
WF
112
Williams Financial
Vermont
$2.18M +$87.7K +2,460 +4%
DBFM
113
Dickmeyer Boyce Financial Management
Indiana
$2.16M +$230K +6,436 +13%
Betterment LLC
114
Betterment LLC
New York
$2.15M +$242K +6,779 +14%
KAS
115
Kestra Advisory Services
Texas
$2.02M +$1.02M +28,677 +117%
ML
116
McAdam LLC
Pennsylvania
$2.02M -$4.64M -130,008 -71%
BFP
117
Birchwood Financial Partners
Minnesota
$2.01M +$90.4K +2,535 +5%
CFA
118
Cahill Financial Advisors
Minnesota
$1.99M +$85.5K +2,397 +5%
BCI
119
Brinker Capital Investments
Pennsylvania
$1.91M -$182K -5,105 -9%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$1.91M -$217K -6,083 -11%
BlackRock
121
BlackRock
New York
$1.9M +$879K +24,658 +98%
FTUS
122
Flow Traders U.S.
New York
$1.85M +$1.17M +32,769 +207%
LSWP
123
Liberty Square Wealth Partners
Pennsylvania
$1.77M -$213K -5,978 -11%
MSFS
124
Main Street Financial Solutions
Pennsylvania
$1.72M +$138K +3,874 +9%
GFP
125
Guardian Financial Partners
California
$1.7M +$60.5K +1,697 +4%