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
W
601
WealthCollab
Washington
$227K -$176K -6,196 -43%
DPI
602
Diversified Portfolios Inc
Michigan
$227K – – –
LNWTC
603
Laird Norton Wetherby Trust Company
Washington
$223K – – –
KA
604
Klingman & Associates
New York
$223K – – –
BC
605
Brio Consultants
California
$223K +$209K +7,377 New
MFIM
606
Mesirow Financial Investment Management
Illinois
$222K – – –
ADL
607
Asset Dedication LLC
California
$221K -$37.2K -1,311 -14%
KFAS
608
Keating Financial Advisory Services
Kansas
$221K +$114K +4,011 +102%
EWA
609
Elevate Wealth Advisory
Georgia
$221K – – –
NG
610
Norden Group
Utah
$221K +$907 +32 +0.4%
SF
611
Summit Financial
New Jersey
$220K +$224K +7,903 New
LWM
612
Lyell Wealth Management
California
$220K +$224K +7,888 New
HNWAG
613
High Net Worth Advisory Group
Florida
$218K – – –
CKAIS
614
Christensen King & Associates Investment Services
Washington
$218K +$793 +28 +0.4%
OWA
615
Oak Wealth Advisors
Illinois
$218K – – –
SWA
616
Strategies Wealth Advisors
Michigan
$215K +$425 +15 +0.2%
AFP
617
Advus Financial Partners
Florida
$215K – – –
SIM
618
Stratos Investment Management
Ohio
$214K – – –
FRA
619
Frank Rimerman Advisors
California
$214K – – –
TPA
620
Trivium Point Advisory
Connecticut
$213K -$20.9K -738 -9%
PAM
621
Palisade Asset Management
Minnesota
$212K – – –
VBCG
622
Valley Brook Capital Group
Pennsylvania
$211K – – –
SF
623
SeedSafe Financial
Texas
$211K +$215K +7,575 New
HNW
624
High Note Wealth
Minnesota
$210K – – –
FF
625
Foundry Financial
California
$209K +$213K +7,510 New
23 24
25
26 27