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
GWM
501
Geneos Wealth Management
Colorado
$120K +$96.7K +3,990 +365%
BFPW
502
BOK Financial Private Wealth
Colorado
$115K +$118K +4,860 New
GP
503
Greenline Partners
New York
$111K +$114K +4,692 New
FPF
504
First Pacific Financial
Washington
$111K +$485 +20 +0.4%
HNB
505
Huntington National Bank
Ohio
$110K
IWA
506
Icon Wealth Advisors
Texas
$109K +$2.62K +108 +2%
ME
507
McIlrath & Eck
Washington
$109K +$242 +10 +0.2%
VWM
508
Venturi Wealth Management
Texas
$109K
CIAS
509
CBIZ Investment Advisory Services
Ohio
$103K
CA
510
Crewe Advisors
Utah
$101K
TLA
511
Tanglewood Legacy Advisors
Texas
$98.5K +$101K +4,159 New
Citigroup
512
Citigroup
New York
$96.2K -$3.27K -135 -3%
HNW
513
High Note Wealth
Minnesota
$96.2K +$98.5K +4,062 New
LDB
514
Lee, Danner & Bass
Tennessee
$93.5K +$95.7K +3,948 New
AT
515
Arlington Trust
Alabama
$92K
KWAG
516
Kiely Wealth Advisory Group
North Carolina
$89.5K -$177K -7,284 -67%
AssetMark Inc
517
AssetMark Inc
California
$89.2K +$58.1K +2,397 +175%
SIS
518
Sound Income Strategies
Florida
$87.2K
HIA
519
Harbor Investment Advisory
Maryland
$79.6K
RP
520
Rice Partnership
Hawaii
$77.8K -$33.9K -1,400 -30%
CFB
521
Cullen/Frost Bankers
Texas
$76.6K +$78.4K +3,234 New
AP
522
Aspect Partners
Virginia
$71.2K
SFC
523
SYM Financial Corp
Indiana
$68.4K
ADL
524
Asset Dedication LLC
California
$60.5K
SIC
525
SJS Investment Consulting
Ohio
$59.7K