FNDB icon

Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$929K -$6.68M -383,034 -88%
BBHC
27
Brown Brothers Harriman & Co
New York
$898K -$222K -12,729 -20%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$890K +$507K +29,052 +134%
SWM
29
SeaCrest Wealth Management
New York
$865K +$54.5K +3,123 +7%
FG
30
Foster Group
Iowa
$855K +$13.1K +750 +2%
CWC
31
Carolinas Wealth Consulting
North Carolina
$830K +$4.5K +258 +0.5%
QCG
32
Quadrant Capital Group
Ohio
$829K -$25.4K -1,458 -3%
MWM
33
MorganRosel Wealth Management
Colorado
$807K -$457K -26,217 -36%
RTL
34
Red Tortoise LLC
Georgia
$792K +$787K +45,165 New
LPL Financial
35
LPL Financial
California
$760K -$79K -4,533 -9%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$705K +$335K +19,203 +91%
MCM
37
MAI Capital Management
Ohio
$704K +$575 +33 +0.1%
VCM
38
Vigilant Capital Management
Maine
$672K -$6.8K -390 -1%
HWM
39
HB Wealth Management
Georgia
$664K – – –
Prudential Financial
40
Prudential Financial
New Jersey
$638K +$634K +36,372 New
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$617K -$12.7K -729 -2%
BAM
42
Bellevue Asset Management
Washington
$610K -$2.09K -120 -0.3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$597K +$41.3K +2,370 +7%
AF
44
Advisornet Financial
Minnesota
$592K +$4.45K +255 +0.8%
SWA
45
SFMG Wealth Advisors
Texas
$582K – – –
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$571K -$52.3K -3,000 -8%
SFMG
47
Sage Financial Management Group
Virginia
$568K – – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$541K +$631K +36,204 New
MG
49
Mather Group
Illinois
$535K – – –
CAM
50
Cozad Asset Management
Illinois
$524K – – –