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
AO
351
Advisor OS
Illinois
$274K +$259K +12,192 New
IFA
352
Index Fund Advisors
California
$274K +$128 +6 +0%
CL
353
Choreo LLC
Illinois
$272K +$257K +12,111 New
SWM
354
Sugarloaf Wealth Management
Georgia
$271K +$1.08K +51 +0.4%
AC
355
Anson Capital
Georgia
$270K
IFG
356
Independent Financial Group
California
$269K +$40.2K +1,893 +19%
Empower Advisory Group
357
Empower Advisory Group
Colorado
$269K -$215K -10,095 -46%
MIC
358
Meridian Investment Counsel
California
$268K +$253K +11,922 New
KPWS
359
Kestra Private Wealth Services
Texas
$267K +$252K +11,868 New
DFA
360
DHJJ Financial Advisors
Illinois
$256K -$2.74K -129 -1%
WCFA
361
Walkner Condon Financial Advisors
Wisconsin
$255K -$13.2K -621 -5%
SSW
362
Stone Summit Wealth
Florida
$253K +$239K +11,265 New
MA
363
MCF Advisors
Kentucky
$251K
SOS
364
Silver Oak Securities
Tennessee
$251K +$7.97K +375 +3%
WCA
365
Westover Capital Advisors
Delaware
$250K +$28.6K +1,344 +14%
WWM
366
Western Wealth Management
Colorado
$240K -$149K -7,020 -40%
WFAG
367
Worth Financial Advisory Group
North Carolina
$239K +$226K +10,650 New
BAWC
368
Boyce & Associates Wealth Consulting
Texas
$238K +$226K +10,611 New
SHFA
369
SC&H Financial Advisors
Maryland
$238K +$957 +45 +0.4%
SWM
370
SeaCrest Wealth Management
New York
$238K +$510 +24 +0.2%
WJWM
371
Williams Jones Wealth Management
New York
$235K -$18.2K -855 -8%
CWM
372
Castle Wealth Management
Florida
$234K
SAM
373
SignalPoint Asset Management
Missouri
$233K
CPP
374
Capasso Planning Partners
South Carolina
$232K +$219K +10,311 New
JWCA
375
J.W. Cole Advisors
Florida
$230K +$219K +10,284 New