We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Strategic Wealth Partners
Ohio
$254K -$52.9K -3,000 -16%
BEAM
227
Baker Ellis Asset Management
Washington
$253K -$52.9K -3,000 -16%
FFA
228
First Foundation Advisors
California
$253K +$7.68K +435 +3%
WIM
229
WealthPlan Investment Management
Nebraska
$252K +$246K +13,941 New
BJL
230
Brighton Jones LLC
Washington
$250K +$15.6K +882 +6%
IWM
231
IHT Wealth Management
Illinois
$250K +$277K +15,702 New
SIC
232
SJS Investment Consulting
Ohio
$250K +$277K +15,720 New
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$246K +$12.6K +714 +5%
MCM
234
Mengis Capital Management
Oregon
$244K +$4.24K +240 +2%
HR
235
Howe & Rusling
New York
$243K -$13K -735 -5%
US Bancorp
236
US Bancorp
Minnesota
$243K +$953 +54 +0.4%
TSS
237
Two Sigma Securities
New York
$242K +$268K +15,210 New
FLPIM
238
F.L. Putnam Investment Management
Massachusetts
$240K +$267K +15,105 New
CAN
239
Claraphi Advisory Network
United States
$232K -$208K -11,763 -45%
KIG
240
Kowal Investment Group
Wisconsin
$231K +$1.06K +60 +0.4%
MG
241
Mather Group
Illinois
$231K +$2.75K +156 +1%
MFC
242
Morris Financial Concepts
South Carolina
$228K +$424 +24 +0.2%
SPIA
243
Steward Partners Investment Advisory
New York
$221K -$8.89K -504 -3%
CA
244
CapWealth Advisors
Tennessee
$220K – – –
CPIG
245
Chicago Partners Investment Group
Illinois
$217K +$216K +12,231 New
OPS
246
Orion Portfolio Solutions
Nebraska
$216K -$86.2K -4,884 -26%
S
247
SimplyRich
California
$215K – – –
HI
248
Harbour Investments
Wisconsin
$212K – – –
TYCC
249
Texas Yale Capital Corp
Florida
$210K – – –
SWM
250
Spire Wealth Management
Virginia
$209K -$1.2M -67,941 -84%