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
QWM
51
Quadcap Wealth Management
Texas
$20.2M +$3.26M +134,482 +19%
HTC
52
Haverford Trust Company
Pennsylvania
$20.2M +$137K +5,630 +0.7%
CPC
53
Consolidated Planning Corp
Georgia
$20M +$6.03M +248,588 +42%
FSG
54
Financial Strategies Group
Michigan
$19.7M -$41M -1,692,518 -67%
WTA
55
Washington Trust Advisors
Massachusetts
$18.6M -$637K -26,267 -3%
MWP
56
Moller Wealth Partners
$18.2M -$653K -26,931 -3%
FCM
57
Firestone Capital Management
Florida
$17.7M -$256K -10,575 -1%
YAL
58
Your Advocates Ltd
Texas
$17.3M -$36K -1,484 -0.2%
EWP
59
Elevation Wealth Partners
California
$17.2M -$134K -5,509 -0.8%
CAC
60
Certified Advisory Corp
Florida
$17M +$2.08M +85,670 +14%
TCM
61
TruNorth Capital Management
Michigan
$15.6M +$1.97M +81,157 +14%
CWM
62
Cabot Wealth Management
Massachusetts
$15.4M -$430K -17,739 -3%
BWA
63
Burt Wealth Advisors
Maryland
$14.5M +$65.1K +2,686 +0.4%
SWA
64
Strata Wealth Advisors
Texas
$14.4M +$275K +11,352 +2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$14.3M +$38.9K +1,605 +0.3%
SIP
66
Sellwood Investment Partners
Oregon
$14.3M +$14.7M +604,259 New
WPIC
67
White Pine Investment Company
Michigan
$14.1M +$266K +10,987 +2%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$14M +$2.02M +83,499 +16%
Cerity Partners
69
Cerity Partners
New York
$14M +$3.16M +130,461 +28%
OIA
70
OneDigital Investment Advisors
Kansas
$14M +$509K +21,008 +4%
PPW
71
Pasadena Private Wealth
California
$13.6M +$172K +7,107 +1%
EF
72
Envision Financial
Wisconsin
$13.1M +$13.4M +554,122 New
TWM
73
Tradition Wealth Management
Minnesota
$13M +$22.8K +941 +0.2%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$12.3M +$1.99M +82,192 +19%
ES
75
Eagle Strategies
New York
$12.2M +$716K +29,529 +6%