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
PIMG
176
Patriot Investment Management Group
Tennessee
$221K +$6.14K +246 +3%
RRC
177
Relaxing Retirement Coach
Massachusetts
$221K -$19K -760 -8%
SSWM
178
Smith Salley Wealth Management
North Carolina
$221K +$227K +9,072 New
PCMK
179
Paragon Capital Management (Kansas)
Kansas
$220K +$649 +26 +0.3%
RRCM
180
Rappaport Reiches Capital Management
Illinois
$219K
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$215K +$52K +2,082 +31%
IAN
182
Integrated Advisors Network
Texas
$214K -$31.7K -1,270 -13%
FLPIM
183
F.L. Putnam Investment Management
Massachusetts
$213K +$218K +8,744 New
TW
184
Transform Wealth
Colorado
$212K +$218K +8,718 New
JIC
185
Johnson Investment Counsel
Ohio
$209K -$3.7K -148 -2%
LI
186
Lafayette Investments
Maryland
$206K +$212K +8,480 New
PA
187
Parallel Advisors
California
$174K -$5.74K -230 -3%
RTL
188
Red Tortoise LLC
Georgia
$172K +$549 +22 +0.3%
VNA
189
Valley National Advisers
Pennsylvania
$166K -$44.2K -1,770 -20%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$164K -$14.2K -570 -8%
HR
191
Howe & Rusling
New York
$152K -$3.75K -150 -2%
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$141K +$23.5K +942 +19%
US Bancorp
193
US Bancorp
Minnesota
$134K
William Blair & Company
194
William Blair & Company
Illinois
$122K
BA
195
Bristlecone Advisors
Washington
$109K +$112K +4,496 New
MA
196
MCF Advisors
Kentucky
$107K
GRP
197
Global Retirement Partners
California
$97.5K +$16.8K +674 +19%
AAS
198
Ameritas Advisory Services
Nebraska
$96.9K +$100K +4,012 New
RG
199
Retirement Group
California
$85K -$1.5K -60 -2%
FRA
200
Front Row Advisors
California
$85K +$32.5K +1,300 +60%