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
OFG
26
Oxford Financial Group
Indiana
$25.5M -$473K -25,581 -2%
UBS Group
27
UBS Group
Switzerland
$23.8M -$1.66M -89,733 -7%
LNC
28
Lincoln National Corp
Pennsylvania
$23.3M -$164K -8,853 -0.7%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$23.3M +$519K +28,104 +2%
Creative Planning
30
Creative Planning
Kansas
$22.6M -$547K -29,583 -2%
YAL
31
Your Advocates Ltd
Texas
$21.5M +$649K +35,124 +3%
KCPG
32
Kavar Capital Partners Group
Kansas
$21.4M +$16.8K +909 +0.1%
RCA
33
Resonant Capital Advisors
Wisconsin
$20.5M +$470K +25,443 +2%
CFA
34
Cahill Financial Advisors
Minnesota
$19.6M +$2.44M +131,802 +15%
PS
35
Planned Solutions
California
$19.2M +$456K +24,666 +3%
WTA
36
Washington Trust Advisors
Massachusetts
$18.6M +$297K +16,098 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$17.9M +$1.37M +74,148 +9%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$17.7M +$2.75M +148,878 +19%
PC
39
Prairiewood Capital
North Dakota
$17.5M +$214K +11,586 +1%
FSG
40
Financial Strategies Group
Michigan
$17.2M +$2.76M +149,337 +20%
KAS
41
Kestra Advisory Services
Texas
$17M +$61.3K +3,315 +0.4%
LPL Financial
42
LPL Financial
California
$16.7M +$413K +22,359 +3%
Corient Private Wealth
43
Corient Private Wealth
Florida
$15.8M +$623K +33,726 +4%
BCWM
44
Bartlett & Co Wealth Management
Ohio
$15.4M +$208K +11,247 +1%
BC
45
Bartlett & Co
Ohio
$15.4M +$208K +11,247 +1%
MWP
46
Moller Wealth Partners
$15.3M -$222K -12,024 -1%
FCM
47
Firestone Capital Management
Florida
$14.7M -$342K -18,486 -2%
CWM
48
Cabot Wealth Management
Massachusetts
$14.3M +$82K +4,437 +0.6%
TWM
49
Tradition Wealth Management
Minnesota
$13.7M -$889K -48,126 -6%
Mariner
50
Mariner
Kansas
$13.7M +$700K +37,884 +6%