We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.04M -$148K -6,519 -13%
SWM
52
SeaCrest Wealth Management
New York
$1.02M +$1.36K +60 +0.1%
GA
53
GSG Advisors
New Jersey
$1.02M +$3.11K +137 +0.3%
HWM
54
HB Wealth Management
Georgia
$908K
MIA
55
Milestone Investment Advisors
Wisconsin
$897K -$29.8K -1,313 -3%
EWA
56
Exencial Wealth Advisors
Oklahoma
$862K -$2.36K -104 -0.3%
RWA
57
Redhawk Wealth Advisors
Minnesota
$838K +$3.41K +150 +0.4%
FCM
58
Family Capital Management
Michigan
$817K +$324K +14,242 +72%
Citadel Advisors
59
Citadel Advisors
Florida
$762K -$559K -24,602 -44%
SA
60
Sanctuary Advisors
Indiana
$757K +$9.09K +400 +1%
CW
61
Channel Wealth
California
$747K -$113K -4,990 -14%
MWM
62
MorganRosel Wealth Management
Colorado
$733K -$17.3K -762 -2%
CAM
63
Cozad Asset Management
Illinois
$695K -$21.4K -943 -3%
BAM
64
Bellevue Asset Management
Washington
$685K
SWA
65
SFMG Wealth Advisors
Texas
$671K
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$626K +$225K +9,882 +61%
EWP
67
Elevation Wealth Partners
California
$597K -$83.4K -3,672 -13%
MG
68
Mather Group
Illinois
$590K
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$578K +$101K +4,437 +23%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$574K +$179K +7,876 +49%
MWM
71
Modern Wealth Management
Kansas
$571K +$269K +11,817 +98%
CPIG
72
Chicago Partners Investment Group
Illinois
$543K
LGWM
73
Litman Gregory Wealth Management
California
$540K
AC
74
Avant Capital
Louisiana
$535K +$29.2K +1,284 +6%
TIM
75
Total Investment Management
Arizona
$482K +$17.9K +786 +4%