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
CCAM
226
Cascades Capital Asset Management
North Carolina
$2.8M +$140K +5,235 +5%
WCM
227
Whitener Capital Management
North Carolina
$2.76M +$18.5K +690 +0.7%
KPP
228
Kings Path Partners
Texas
$2.74M +$417K +15,602 +18%
WFA
229
Wellspring Financial Advisors
Ohio
$2.73M +$2.02M +75,583 +304%
WANY
230
Wealthspire Advisors (New York)
New York
$2.72M -$2.77M -103,485 -51%
SWMG
231
Stillwater Wealth Management Group
Florida
$2.69M +$2.65M +98,970 New
STFP
232
Signal Tree Financial Partners
Ohio
$2.67M
AWE
233
Avidian Wealth Enterprises
Texas
$2.59M -$2.47M -92,218 -49%
ASN
234
Advisory Services Network
Georgia
$2.59M +$49.5K +1,851 +2%
Truist Financial
235
Truist Financial
North Carolina
$2.54M +$340K +12,707 +16%
PA
236
PFG Advisors
Arizona
$2.49M -$73.5K -2,747 -3%
APW
237
Austin Private Wealth
Texas
$2.48M -$16K -598 -0.7%
JBA
238
Johnson Bixby & Associates
Washington
$2.47M +$20.6K +769 +0.9%
BBHC
239
Brown Brothers Harriman & Co
New York
$2.42M +$99.6K +3,721 +4%
NA
240
NewEdge Advisors
Louisiana
$2.4M +$195K +7,295 +9%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$2.39M +$2.35M +87,695 New
MPW
242
MASECO Private Wealth
$2.36M +$2.32M +86,591 New
RWM
243
Riverchase Wealth Management
Texas
$2.34M
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$2.3M +$112K +4,169 +5%
AAG
245
Asset Advisory Group
New Jersey
$2.2M +$2.16M +80,816 New
RWRC
246
R.W. Roge & Company
New York
$2.2M -$31.3K -1,170 -1%
WP
247
Westmount Partners
California
$2.17M -$2.84K -106 -0.1%
WEG
248
World Equity Group
Illinois
$2.13M +$70.8K +2,647 +3%
AWA
249
Arete Wealth Advisors
Illinois
$2.13M -$9.08M -339,352 -81%
VFA
250
Valeo Financial Advisors
Indiana
$2.12M -$381K -14,226 -15%