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
KSWA
601
Kathleen S. Wright Associates
Pennsylvania
$20.2K – – –
CIA
602
Cape Investment Advisory
Georgia
$19.5K – – –
BA
603
Bristlecone Advisors
Washington
$19.5K +$70 +3 +0.4%
AIM
604
Anchor Investment Management
South Carolina
$19.4K – – –
HWM
605
Hemington Wealth Management
Virginia
$19K – – –
MM
606
Main Management
California
$18K – – –
AEPWM
607
Atlantic Edge Private Wealth Management
Florida
$17.2K – – –
GWANC
608
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.3K -$36.1K -1,551 -70%
CAL
609
Capital Advisors Ltd
Ohio
$16K – – –
SWIM
610
Smallwood Wealth Investment Management
New Jersey
$15.8K – – –
AAG
611
Armstrong Advisory Group
Massachusetts
$15.2K – – –
RP
612
Rice Partnership
Hawaii
$15.2K – – –
PK
613
Pflug Koory
Nebraska
$14.7K – – –
IRC
614
Investors Research Corp
Georgia
$14.5K – – –
OA
615
Operose Advisors
Wisconsin
$14.3K -$125K -5,385 -90%
BTI
616
Blue Trust Inc
Georgia
$14.3K -$91.2K -3,918 -87%
RF
617
Rossby Financial
Florida
$13.7K – – –
CMP
618
Coston McIsaac & Partners
Maine
$13K – – –
FFA
619
Frazier Financial Advisors
Ohio
$12.3K +$11.7K +501 New
FGC
620
Financial Gravity Companies
Texas
$12K +$11.4K +490 New
BCMLT
621
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K – – –
SWP
622
Strategic Wealth Partners
Ohio
$10.8K +$10.3K +441 New
CFS
623
CGC Financial Services
Oregon
$10.6K – – –
GWSG
624
GPS Wealth Strategies Group
Colorado
$10.5K – – –
CTC
625
Central Trust Company
Missouri
$10.3K +$1.6K +69 +20%
23 24
25
26 27