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
PJSIMP
76
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.94M +$131K +7,089 +3%
LTL
77
Lowery Thomas LLC
California
$4.91M +$154K +8,313 +3%
CAM
78
Cidel Asset Management
Ontario, Canada
$4.81M -$20K -1,080 -0.4%
NHC
79
Nicholas Hoffman & Company
Georgia
$4.69M +$1.31M +70,926 +41%
AFS
80
Access Financial Services
Minnesota
$4.42M +$4.26M +230,562 New
CFO
81
Collective Family Office
Pennsylvania
$4.39M -$367K -19,860 -8%
VP
82
Verum Partners
North Carolina
$4.35M -$433K -23,415 -9%
CL
83
COWA LLC
Oklahoma
$4.19M +$1.6M +86,481 +66%
SWM
84
Shakespeare Wealth Management
Wisconsin
$4.11M -$96.7K -5,232 -2%
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$3.99M +$1.22M +66,000 +47%
IIC
86
Ironwood Investment Counsel
Arizona
$3.96M +$90.7K +4,911 +2%
DSA
87
Droms Strauss Advisors
Missouri
$3.92M +$24K +1,299 +0.6%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$3.9M +$707K +38,250 +23%
RWRC
89
R.W. Roge & Company
New York
$3.88M +$122K +6,612 +3%
AC
90
Avant Capital
Louisiana
$3.87M +$77.7K +4,203 +2%
CAC
91
Certified Advisory Corp
Florida
$3.85M +$388K +21,000 +12%
RTL
92
Red Tortoise LLC
Georgia
$3.84M +$9.87K +534 +0.3%
CFO
93
CVA Family Office
Colorado
$3.79M -$20.5K -1,110 -0.6%
EWA
94
Exencial Wealth Advisors
Oklahoma
$3.76M +$9.31K +504 +0.3%
MML Investors Services
95
MML Investors Services
Massachusetts
$3.65M +$473K +25,608 +16%
PWSG
96
Pacific Wealth Strategies Group
California
$3.56M +$78.8K +4,266 +2%
AWA
97
Arete Wealth Advisors
Illinois
$3.52M +$2.63M +142,317 +348%
BWM
98
Baystate Wealth Management
Massachusetts
$3.45M +$119K +6,438 +4%
AWM
99
AE Wealth Management
Kansas
$3.38M +$722K +39,078 +29%
AWE
100
Avidian Wealth Enterprises
Texas
$3.29M +$280K +15,132 +10%