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
NSG
251
Nalls Sherbakoff Group
Tennessee
$1.35M +$1.38M +57,254 New
AC
252
Avestar Capital
New York
$1.35M +$132K +5,464 +11%
FSWA
253
Financial Synergies Wealth Advisors
Texas
$1.35M +$11.3K +466 +0.8%
LFG
254
Larson Financial Group
Missouri
$1.34M -$37K -1,532 -3%
FPAS
255
Focus Partners Advisor Solutions
Missouri
$1.34M +$4.4K +182 +0.3%
JCIA
256
Jackson Creek Investment Advisors
Colorado
$1.34M -$11.5K -477 -0.8%
AA
257
Addison Advisors
Vermont
$1.34M -$483 -20 -0%
APC
258
Asset Planning Corporation
Tennessee
$1.31M -$4.67K -193 -0.3%
SSWM
259
Sheets Smith Wealth Management
North Carolina
$1.25M +$264K +10,941 +26%
JCM
260
Jacobi Capital Management
Pennsylvania
$1.25M +$5.78K +239 +0.5%
VNA
261
Valley National Advisers
Pennsylvania
$1.24M -$55.4K -2,291 -4%
MA
262
Mezzasalma Advisors
New Jersey
$1.23M +$129K +5,355 +11%
Vanguard Group
263
Vanguard Group
Pennsylvania
$1.23M +$59.4K +2,457 +5%
MCM
264
MidAtlantic Capital Management
Virginia
$1.22M -$75.9K -3,139 -6%
CPRC
265
Consolidated Portfolio Review Corp
New York
$1.21M +$143K +5,935 +13%
WFA
266
Wade Financial Advisory
California
$1.21M
CPIG
267
Chicago Partners Investment Group
Illinois
$1.2M +$16.4K +680 +1%
BFG
268
Berger Financial Group
Minnesota
$1.19M +$7.06K +292 +0.6%
VAF
269
Values Added Financial
District of Columbia
$1.17M +$94.3K +3,900 +9%
AIA
270
Arcadia Investment Advisors
Idaho
$1.16M -$13.2K -546 -1%
MWM
271
Modern Wealth Management
Kansas
$1.16M +$1.19M +49,143 New
BPA
272
Beacon Pointe Advisors
California
$1.12M -$156K -6,451 -12%
AWS
273
Atria Wealth Solutions
New York
$1.07M -$760K -31,458 -41%
CIAS
274
CFS Investment Advisory Services
New Jersey
$1.07M +$670K +27,709 +156%
S
275
SignatureFD
Georgia
$1.05M