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
EWA
76
EP Wealth Advisors
California
$14.1M +$11.6M +499,259 +665%
TWM
77
Tradition Wealth Management
Minnesota
$13.8M +$66.5K +2,856 +0.5%
Cerity Partners
78
Cerity Partners
New York
$13.7M -$778K -33,442 -6%
Raymond James Financial
79
Raymond James Financial
Florida
$13.5M +$191K +8,192 +2%
OIA
80
OneDigital Investment Advisors
Kansas
$13.4M -$54.1K -2,325 -0.4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$12.6M +$48K +2,064 +0.4%
WFL
82
Wealth Forward LLC
North Dakota
$12M -$110K -4,720 -1%
NCM
83
Northland Capital Management
Minnesota
$11.9M +$871K +37,443 +8%
OWM
84
Opes Wealth Management
California
$11.8M -$9.05K -389 -0.1%
AT
85
American Trust
Kentucky
$11.8M +$11.2M +479,917 New
AAS
86
Asset Allocation Strategies
Michigan
$11.7M +$1.2M +51,504 +12%
CWM
87
Congress Wealth Management
Massachusetts
$11.5M -$249K -10,700 -2%
AFS
88
Access Financial Services
Minnesota
$11.5M -$271K -11,634 -2%
GAM
89
Gotham Asset Management
New York
$11.2M +$2.45M +105,104 +30%
IIC
90
Ironwood Investment Counsel
Arizona
$11.1M +$1.78M +76,613 +20%
AWA
91
Arete Wealth Advisors
Illinois
$11M -$603K -25,900 -5%
SFP
92
Sterling Financial Planning
New Jersey
$10.7M +$601K +25,810 +6%
CPCP
93
Cedar Point Capital Partners
Iowa
$10.3M -$532K -22,883 -5%
CCA
94
Cobblestone Capital Advisors
New York
$10.2M -$285K -12,230 -3%
NMCM
95
Nicholson Meyer Capital Management
Missouri
$10.2M +$416K +17,885 +4%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$10.2M +$1.22M +52,249 +14%
PCA
97
Pallas Capital Advisors
Massachusetts
$10.1M +$47 +2 +0%
AIM
98
Alhambra Investment Management
Florida
$10M +$370K +15,921 +4%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$10M +$2.77M +118,898 +41%
SC
100
Soundwatch Capital
Connecticut
$9.98M +$444K +19,076 New