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
IAN
251
Integrated Advisors Network
Texas
$723K -$200K -9,426 -23%
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$715K -$56.4K -2,655 -8%
SPIA
253
Steward Partners Investment Advisory
New York
$702K -$4.27K -201 -0.6%
AOWM
254
Alpha Omega Wealth Management
Virginia
$695K +$11.2K +525 +2%
DWM
255
Dechtman Wealth Management
Colorado
$677K +$2.74K +129 +0.4%
CW
256
Channel Wealth
California
$674K -$22.4K -1,056 -3%
SCM
257
SOL Capital Management
Maryland
$640K
CAI
258
Capital Advisors Inc
Oklahoma
$637K +$382K +17,970 +173%
CWM
259
Cedar Wealth Management
California
$619K -$3.19K -150 -0.5%
PCMC
260
Paragon Capital Management (Colorado)
Colorado
$597K +$565K +26,574 New
EAM
261
Evanson Asset Management
California
$594K
KCIC
262
Kuhn & Co Investment Counsel
Illinois
$593K +$70.7K +3,324 +14%
ST
263
Sabal Trust
Florida
$592K
AWA
264
Archvest Wealth Advisors
California
$590K +$91.1K +4,284 +19%
HWM
265
HRC Wealth Management
Idaho
$585K +$554K +26,040 New
BIG
266
Builder Investment Group
Georgia
$584K -$8.67K -408 -2%
CAG
267
Curtis Advisory Group
California
$581K -$48.3K -2,274 -8%
SFG
268
Sovereign Financial Group
Connecticut
$578K +$99.4K +4,677 +22%
WA
269
WESPAC Advisors
California
$577K -$7.65K -360 -1%
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$567K -$142K -6,702 -21%
AC
271
Apella Capital
Connecticut
$563K
SIM
272
Studio Investment Management
Illinois
$557K +$163K +7,650 +45%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$556K +$111K +5,217 +27%
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$555K +$273K +12,846 +108%
YIH
275
Y-Intercept (HK)
Hong Kong
$550K +$103K +4,830 +25%