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
LRIA
26
Leonard Rickey Investment Advisors
Washington
$21.2M +$261K +14,751 +1%
LNC
27
Lincoln National Corp
Pennsylvania
$19.8M -$565K -31,959 -3%
KCPG
28
Kavar Capital Partners Group
Kansas
$19.7M +$839K +47,418 +4%
Creative Planning
29
Creative Planning
Kansas
$19.7M -$1.01M -56,940 -5%
PS
30
Planned Solutions
California
$19.6M -$128K -7,248 -0.7%
Ameriprise
31
Ameriprise
Minnesota
$19.4M -$6.52M -368,664 -25%
WTA
32
Washington Trust Advisors
Massachusetts
$17.7M -$39.3M -2,223,453 -69%
RCA
33
Resonant Capital Advisors
Wisconsin
$17.2M -$25.5K -1,440 -0.1%
KAS
34
Kestra Advisory Services
Texas
$16.9M -$389K -21,963 -2%
SL
35
Systelligence LLC
Minnesota
$16.9M +$150K +8,493 +0.9%
PC
36
Prairiewood Capital
North Dakota
$14.9M +$1.46M +82,629 +11%
CW
37
Connectus Wealth
Ohio
$14.6M -$9.82M -554,808 -40%
LPL Financial
38
LPL Financial
California
$14.4M +$139K +7,851 +1%
CFA
39
Cahill Financial Advisors
Minnesota
$14.3M +$6.16M +347,991 +77%
FCM
40
Firestone Capital Management
Florida
$14.2M +$1.1M +62,295 +9%
Corient Private Wealth
41
Corient Private Wealth
Florida
$13.9M +$13.8M +782,619 New
HighTower Advisors
42
HighTower Advisors
Illinois
$13.9M +$1.16M +65,751 +9%
BCWM
43
Bartlett & Co Wealth Management
Ohio
$13.8M +$263K +14,838 +2%
BC
44
Bartlett & Co
Ohio
$13.8M +$263K +14,838 +2%
MWP
45
Moller Wealth Partners
$13.6M +$513K +29,007 +4%
CWM
46
Cabot Wealth Management
Massachusetts
$13.4M +$223K +12,609 +2%
FSG
47
Financial Strategies Group
Michigan
$13.2M -$313K -17,703 -2%
TWM
48
Tradition Wealth Management
Minnesota
$12.8M +$3.1M +175,086 +32%
NCM
49
Northland Capital Management
Minnesota
$12.5M -$14.5K -819 -0.1%
Mariner
50
Mariner
Kansas
$11.5M +$5.29M +299,154 +86%