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
PS
26
Planned Solutions
California
$17.7M +$414K +23,454 +2%
KCPG
27
Kavar Capital Partners Group
Kansas
$16.9M +$2.19M +124,233 +13%
CST
28
Charles Schwab Trust
Nevada
$16.2M +$14M +791,379 +347%
KAS
29
Kestra Advisory Services
Texas
$15.5M +$5.44M +308,406 +46%
RCA
30
Resonant Capital Advisors
Wisconsin
$15.4M +$1.13M +63,909 +7%
SL
31
Systelligence LLC
Minnesota
$15M +$8.92M +505,578 +116%
BIA
32
Bell Investment Advisors
California
$13.4M +$3.27M +185,034 +28%
LPL Financial
33
LPL Financial
California
$12.7M -$2.62M -148,380 -16%
PPW
34
Pasadena Private Wealth
California
$12.3M +$13.6M +769,788 New
FSG
35
Financial Strategies Group
Michigan
$12.1M -$339K -19,194 -2%
BCWM
36
Bartlett & Co Wealth Management
Ohio
$12.1M +$248K +14,043 +2%
BC
37
Bartlett & Co
Ohio
$12.1M +$248K +14,043 +2%
PC
38
Prairiewood Capital
North Dakota
$12M -$619K -35,091 -4%
CWM
39
Cabot Wealth Management
Massachusetts
$11.8M -$1.06M -60,288 -8%
MWP
40
Moller Wealth Partners
$11.7M +$187K +10,575 +1%
FCM
41
Firestone Capital Management
Florida
$11.7M +$174K +9,849 +1%
RC
42
RegentAtlantic Capital
New Jersey
$11.6M -$273K -15,453 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$11.4M +$3.52M +199,299 +39%
NCM
44
Northland Capital Management
Minnesota
$11.2M +$105K +5,922 +0.8%
BWA
45
Burt Wealth Advisors
Maryland
$10.2M +$128K +7,254 +1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$9.77M +$1.33M +75,399 +14%
AIA
47
Arcadia Investment Advisors
Idaho
$9.64M +$389K +22,065 +4%
CCA
48
Cobblestone Capital Advisors
New York
$8.8M -$474K -26,853 -5%
TWM
49
Tradition Wealth Management
Minnesota
$8.68M +$1.43M +80,769 +17%
OWM
50
Opes Wealth Management
California
$8.64M -$62.1K -3,519 -0.6%