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
DWM
551
Diversify Wealth Management
Utah
$336K +$38.3K +1,268 +14%
DAS
552
Diversify Advisory Services
Utah
$336K +$321K +10,628 New
ZF
553
Zhang Financial
Michigan
$336K – – –
Russell Investments Group
554
Russell Investments Group
United Kingdom
$332K +$67.9K +2,249 +27%
B
555
BetterWealth
California
$331K -$42.8K -1,419 -12%
MIC
556
Meridian Investment Counsel
California
$331K – – –
KL
557
Keenan LLC
Massachusetts
$330K +$181 +6 +0.1%
OBWG
558
Onyx Bridge Wealth Group
New York
$329K – – –
IA
559
Invested Advisors
Pennsylvania
$327K -$85K -2,818 -21%
CCWA
560
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$322K +$312K +10,346 New
AUB
561
Atlantic Union Bankshares
Virginia
$321K +$121K +4,006 +63%
HNB
562
Huntington National Bank
Ohio
$321K – – –
RIA
563
Regal Investment Advisors
Michigan
$319K -$269K -8,916 -46%
HW
564
Hancock Whitney
Mississippi
$318K – – –
AA
565
Ancora Advisors
Ohio
$316K – – –
CIA
566
Caerus Investment Advisors
Texas
$312K – – –
IPA
567
Investment Planning Advisors
Georgia
$311K – – –
NC
568
NovaPoint Capital
Georgia
$307K +$298K +9,868 New
DFA
569
DHJJ Financial Advisors
Illinois
$307K -$3.83K -127 -1%
AWA
570
Archvest Wealth Advisors
California
$306K +$16.7K +554 +6%
PL
571
Parthenon LLC
Kentucky
$304K – – –
WCM
572
WealthBridge Capital Management
Ohio
$301K +$292K +9,669 New
SAM
573
Summit Asset Management
Tennessee
$299K – – –
ST
574
Smithfield Trust
Pennsylvania
$297K – – –
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$295K +$8.93K +296 +3%