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
VCM
1
Vigilant Capital Management
Maine
$4.02M +$3.87M +269,530 New
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.87M +$3.72M +259,328 New
PMG
3
ProVise Management Group
Florida
$2.86M +$276K +19,252 +11%
FC
4
Financial Consulate
Maryland
$707K +$680K +47,378 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$701K +$674K +46,996 New
WA
6
WESPAC Advisors
California
$628K -$10.8K -752 -2%
PHS
7
Pekin Hardy Strauss
Illinois
$628K +$603K +42,054 New
REMPR
8
Roof Eidam Maycock Peralta (REMP)
California
$470K +$452K +31,500 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$465K +$447K +31,158 New
HCM
10
Hengehold Capital Management
Ohio
$410K +$394K +27,488 New
Mariner
11
Mariner
Kansas
$251K +$241K +16,808 New
LA
12
LVW Advisors
New York
$213K +$205K +14,292 New
MAS
13
Madden Advisory Services
Florida
$80K +$22.8K +1,590 +42%
Citigroup
14
Citigroup
New York
$63K +$60.3K +4,200 New
TWA
15
TCI Wealth Advisors
Arizona
$58K +$55.5K +3,870 New
FBT
16
Founders Bank & Trust
Michigan
$52K
US Bancorp
17
US Bancorp
Minnesota
$38K
MWP
18
MYCIO Wealth Partners
Pennsylvania
$30K +$28.7K +2,000 New
VNA
19
Valley National Advisers
Pennsylvania
$25K +$25.3K +1,764 New
FANJ
20
Financial Architects (New Jersey)
New Jersey
$17K +$86 +6 +0.5%
Creative Planning
21
Creative Planning
Kansas
$15K
GAM
22
Gemmer Asset Management
California
$15K +$3.21K +224 +29%
SIA
23
Stancorp Investment Advisers
Oregon
$6K +$5.77K +402 New
FHA
24
First Horizon Advisors
Tennessee
$4K +$4.3K +300 New
SSB
25
Sandy Spring Bank
Maryland
$1K