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
BCWM
51
Bartlett & Co Wealth Management
Ohio
$23.1M -$403K -17,339 -2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$22.3M -$708K -30,423 -3%
MWP
53
Moller Wealth Partners
$21.4M +$1.46M +62,562 +8%
FSG
54
Financial Strategies Group
Michigan
$21.4M +$721K +30,977 +4%
CPC
55
Consolidated Planning Corp
Georgia
$20.3M -$769K -33,031 -4%
CAC
56
Certified Advisory Corp
Florida
$19.5M +$1.11M +47,527 +6%
WTA
57
Washington Trust Advisors
Massachusetts
$19.1M -$76.3K -3,279 -0.4%
FCM
58
Firestone Capital Management
Florida
$18.7M -$99.8K -4,291 -0.6%
TCM
59
TruNorth Capital Management
Michigan
$18.7M +$1M +43,138 +6%
YAL
60
Your Advocates Ltd
Texas
$18.6M +$232K +9,970 +1%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$18.4M -$383K -16,470 -2%
EWP
62
Elevation Wealth Partners
California
$17.9M +$74.3K +3,193 +0.4%
PS
63
Principal Securities
Iowa
$17M +$9.32M +400,639 +138%
PPW
64
Pasadena Private Wealth
California
$16.4M +$1.51M +65,002 +11%
CFA
65
Cahill Financial Advisors
Minnesota
$16.2M -$13.9K -599 -0.1%
CWM
66
Cabot Wealth Management
Massachusetts
$16.1M +$200K +8,616 +1%
BWA
67
Burt Wealth Advisors
Maryland
$16.1M +$352K +15,120 +2%
SWA
68
Strata Wealth Advisors
Texas
$15.9M +$1.26M +53,969 +9%
USCWA
69
U.S. Capital Wealth Advisors
Texas
$15.7M +$3.37M +144,855 +29%
SIP
70
Sellwood Investment Partners
Oregon
$15.1M -$295K -12,695 -2%
EF
71
Envision Financial
Wisconsin
$14.6M +$102K +4,372 +0.7%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$14.6M -$1.97M -84,457 -12%
UFAC
73
Urban Financial Advisory Corp
Illinois
$14.5M +$1.91M +81,969 +16%
WPIC
74
White Pine Investment Company
Michigan
$14.4M -$128K -5,481 -0.9%
ES
75
Eagle Strategies
New York
$14.4M +$1.02M +43,809 +8%