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
CPIG
101
Chicago Partners Investment Group
Illinois
$22K
Deutsche Bank
102
Deutsche Bank
Germany
$22K +$22.2K +1,084 New
ME
103
McIlrath & Eck
Washington
$20K
BBPWM
104
Blue Bell Private Wealth Management
Pennsylvania
$19K +$19.1K +934 New
EWM
105
Edge Wealth Management
New York
$17K
WC
106
Whitney & Co
New York
$17K
ASN
107
Advisory Services Network
Georgia
$15K
VFA
108
Valeo Financial Advisors
Indiana
$14K
GAM
109
Gemmer Asset Management
California
$12K
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$2.95K +144 +31%
AAP
111
Arax Advisory Partners
Colorado
$11K +$11.4K +558 New
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$11K +$11.5K +560 New
TIM
113
Tortoise Investment Management
New York
$8K
APA
114
American Portfolios Advisors
New York
$7.13K
BWM
115
BerganKDV Wealth Management
Minnesota
$7K
RFC
116
Regions Financial Corp
Alabama
$7K
FHB
117
First Hawaiian Bank
Hawaii
$7K +$6.63K +324 New
ML
118
McAdam LLC
Pennsylvania
$6K
APP
119
Avantax Planning Partners
Iowa
$5K +$5.48K +268 New
GI
120
Gradient Investments
Minnesota
$3K -$1.76K -86 -37%
Citigroup
121
Citigroup
New York
$3K +$41 +2 +1%
RFA
122
Reilly Financial Advisors
California
$3K +$2.62K +128 New
Financial Engines Advisors
123
Financial Engines Advisors
California
$3K +$2.78K +136 New
AIM
124
Anchor Investment Management
South Carolina
$2.04K +$2.05K +100 New
William Blair & Company
125
William Blair & Company
Illinois
$2K -$10.5K -514 -87%