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
CAL
376
Capital Analysts LLC
Pennsylvania
$792K +$118K +4,165 +17%
SPC
377
Sigma Planning Corp
Michigan
$791K +$28.9K +1,019 +4%
MS
378
Monetary Solutions
Ohio
$782K +$5.04K +178 +0.6%
SIM
379
Studio Investment Management
Illinois
$770K +$6.29K +222 +0.8%
EAM
380
Evanson Asset Management
California
$763K -$2.55K -90 -0.3%
AP
381
Appleton Partners
Massachusetts
$752K -$64.9K -2,290 -8%
KA
382
KLCM Advisors
Wisconsin
$747K -$35.5K -1,254 -4%
LKBC
383
L.K. Benson & Company
Maryland
$744K +$2.81K +99 +0.4%
MA
384
Montag & Associates
Georgia
$734K +$65.2K +2,300 +10%
SWP
385
Stratos Wealth Partners
Ohio
$727K +$72.9K +2,574 +11%
Baird Financial Group
386
Baird Financial Group
Wisconsin
$724K +$66.3K +2,341 +10%
DADC
387
D.A. Davidson & Co
Montana
$709K +$454K +16,007 +170%
SHGA
388
Sand Hill Global Advisors
California
$706K -$313K -11,028 -30%
TPI
389
Trust Point Inc
Wisconsin
$706K +$11.1K +392 +2%
PAYA
390
Phil A. Younker & Associates
Alaska
$705K
BIG
391
Builder Investment Group
Georgia
$695K -$12.6K -445 -2%
PNC Financial Services Group
392
PNC Financial Services Group
Pennsylvania
$695K +$206K +7,253 +41%
HR
393
Howe & Rusling
New York
$693K -$62.4K -2,202 -8%
CAM
394
Clark Asset Management
New Hampshire
$690K +$39.4K +1,389 +6%
MCM
395
Mengis Capital Management
Oregon
$688K +$30.8K +1,087 +5%
Rockefeller Capital Management
396
Rockefeller Capital Management
New York
$683K -$121K -4,265 -15%
Thrivent Financial for Lutherans
397
Thrivent Financial for Lutherans
Minnesota
$681K +$765 +27 +0.1%
CRC
398
Curi RMB Capital
Illinois
$681K +$381K +13,447 +122%
AWA
399
Arete Wealth Advisors
Illinois
$664K -$1.54M -54,458 -70%
KW
400
Keyvantage Wealth
Pennsylvania
$662K