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
IC
201
IEQ Capital
California
$421K -$46.6K -1,622 -10%
WFA
202
Wade Financial Advisory
California
$417K
RJA
203
Raymond James & Associates
Florida
$415K +$1.21K +42 +0.3%
BAWC
204
Boyce & Associates Wealth Consulting
Texas
$413K +$1.15K +40 +0.3%
CP
205
Creekside Partners
California
$410K -$37.1K -1,290 -9%
Wells Fargo
206
Wells Fargo
California
$410K +$244K +8,486 +161%
IWM
207
IHT Wealth Management
Illinois
$409K +$115K +4,010 +41%
LPAM
208
Lodestar Private Asset Management
California
$406K +$16.2K +564 +4%
CWA
209
Clearview Wealth Advisors
Oregon
$401K +$37.6K +1,308 +11%
HIM
210
Harbour Investment Management
Washington
$395K
PCM
211
Pennsylvania Capital Management
Pennsylvania
$394K +$12.5K +434 +3%
RF
212
RHS Financial
California
$386K +$372K +12,958 New
BJL
213
Brighton Jones LLC
Washington
$385K +$862 +30 +0.2%
FTDI
214
First Trust Direct Indexing
Massachusetts
$382K
PCMK
215
Paragon Capital Management (Kansas)
Kansas
$380K +$104K +3,616 +39%
AC
216
Annandale Capital
Texas
$375K
VA
217
Valmark Advisers
Ohio
$373K +$6.61K +230 +2%
FTUS
218
Flow Traders U.S.
New York
$372K +$359K +12,500 New
SWM
219
SeaCrest Wealth Management
New York
$371K +$38.3K +1,332 +12%
AA
220
Auxano Advisors
Washington
$363K +$2.59K +90 +0.7%
AP
221
Adero Partners
California
$361K -$172 -6 -0%
PFS
222
Prospera Financial Services
Texas
$361K +$75.5K +2,626 +28%
WPC
223
Wedmont Private Capital
Pennsylvania
$361K
DAS
224
Dynamic Advisor Solutions
Arizona
$360K -$166K -5,792 -32%
Empower Advisory Group
225
Empower Advisory Group
Colorado
$356K +$47.3K +1,644 +16%