We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
601
Wealthcare Advisory Partners
Pennsylvania
$263K +$255K +8,462 New
SWM
602
SeaCrest Wealth Management
New York
$263K -$513 -17 -0.2%
FMI
603
Financial Management Inc
Arkansas
$261K +$966 +32 +0.4%
GC
604
Garde Capital
Washington
$259K – – –
RPGK
605
Retirement Planning Group (Kansas)
Kansas
$259K +$251K +8,319 New
HA
606
HC Advisors
Georgia
$258K – – –
APP
607
Avantax Planning Partners
Iowa
$257K +$249K +8,261 New
LWM
608
Luminvest Wealth Management
Arizona
$257K – – –
CCM
609
Condor Capital Management
New Jersey
$256K +$25.7K +851 +12%
AL
610
Aspiriant LLC
California
$255K – – –
W
611
WealthCollab
Washington
$254K – – –
DPI
612
Diversified Portfolios Inc
Michigan
$254K – – –
VPWA
613
Vestia Personal Wealth Advisors
Indiana
$254K +$7.46M +247,158 New
BC
614
Brio Consultants
California
$253K +$22.6K +748 +10%
KFAS
615
Keating Financial Advisory Services
Kansas
$252K +$5.1K +169 +2%
VA
616
VestGen Advisors
Illinois
$252K -$50.4K -1,669 -17%
ONB
617
Old National Bancorp
Indiana
$251K -$33.8M -1,119,340 -99%
WA
618
Wealth Architects
California
$250K +$243K +8,047 New
LNWTC
619
Laird Norton Wetherby Trust Company
Washington
$249K – – –
KF
620
Ketron Financial
California
$249K +$242K +8,005 New
KA
621
Klingman & Associates
New York
$249K – – –
MFIM
622
Mesirow Financial Investment Management
Illinois
$248K – – –
NG
623
Norden Group
Utah
$247K +$936 +31 +0.4%
IP
624
Indivisible Partners
Florida
$247K -$58.2K -1,928 -20%
PCMC
625
Paragon Capital Management (Colorado)
Colorado
$246K -$151K -5,000 -39%
23 24
25
26 27