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
VP
76
Verum Partners
North Carolina
$9.86M +$2.06M +96,762 +28%
PCA
77
Pallas Capital Advisors
Massachusetts
$9.63M -$356K -16,752 -4%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$9.53M +$3.32M +155,988 +58%
SFP
79
Sterling Financial Planning
New Jersey
$9.2M -$153K -7,200 -2%
AFA
80
Arlington Financial Advisors
California
$9.14M -$13.8M -649,449 -61%
NCM
81
Northland Capital Management
Minnesota
$9.02M +$46.1K +2,169 +0.5%
LFA
82
Legend Financial Advisors
Pennsylvania
$9.01M +$195K +9,189 +2%
MTWM
83
Masso Torrence Wealth Management
New Jersey
$8.69M +$583K +27,405 +8%
Prudential Financial
84
Prudential Financial
New Jersey
$8.48M -$778K -36,585 -9%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$8.24M -$482K -22,659 -6%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$7.85M +$5.95M +280,080 +404%
AG
87
AlTi Global
New York
$7.8M -$968K -45,525 -12%
BGAI
88
Bruce G. Allen Investments
Colorado
$7.76M +$1.87M +87,927 +34%
NHC
89
Nicholas Hoffman & Company
Georgia
$7.62M +$801K +37,698 +12%
CAC
90
Certified Advisory Corp
Florida
$7.34M +$1.14M +53,523 +20%
LTL
91
Lowery Thomas LLC
California
$7.07M +$513K +24,117 +8%
LAM
92
Lakewood Asset Management
Illinois
$6.9M +$253K +11,895 +4%
ACS
93
Archford Capital Strategies
Illinois
$6.64M +$4.37M +205,713 +228%
PJSIMP
94
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.62M -$33.6K -1,581 -0.5%
AFS
95
Access Financial Services
Minnesota
$6.54M -$12K -564 -0.2%
JAG
96
Journey Advisory Group
Kentucky
$6.53M -$240K -11,307 -4%
KWM
97
Kingsview Wealth Management
Oregon
$6.4M -$101K -4,728 -2%
FM
98
Foster & Motley
Ohio
$6.37M +$144K +6,774 +2%
AFA
99
AA Financial Advisors
Ohio
$6.32M -$138K -6,513 -2%
AWM
100
Aspire Wealth Management
Massachusetts
$6.23M +$1.71M +80,637 +41%