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
KCPG
126
Kavar Capital Partners Group
Kansas
$207K – – –
NCM
127
Next Capital Management
New York
$206K – – –
S
128
SignatureFD
Georgia
$190K +$187K +14,355 +28,147%
GT
129
Glenmede Trust
Pennsylvania
$117K – – –
GWM
130
Geneos Wealth Management
Colorado
$105K – – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$99K +$430 +33 +0.4%
HCA
132
Horan Capital Advisors
Ohio
$98K +$96.8K +7,425 New
AG
133
Advisor Group
Arizona
$94K +$5.01K +384 +6%
BlackRock
134
BlackRock
New York
$86K +$34.3K +2,631 +68%
ACA
135
Aptus Capital Advisors
Alabama
$85K +$84.2K +6,459 New
FRA
136
Front Row Advisors
California
$83K – – –
US Bancorp
137
US Bancorp
Minnesota
$83K +$32K +2,457 +64%
DP
138
Denver PWM
Colorado
$80.2K +$79.6K +6,108 New
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
LFG
140
LifePlan Financial Group
Ohio
$71K +$70.6K +5,415 New
SFSIG
141
San Francisco Sentry Investment Group
California
$68K – – –
SIAS
142
Shine Investment Advisory Services
Colorado
$64K – – –
PO
143
Private Ocean
California
$59K – – –
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$54K – – –
BWM
145
Baystate Wealth Management
Massachusetts
$52K – – –
TAIM
146
TD Ameritrade Investment Management
Nebraska
$52K +$51.9K +3,981 New
ACA
147
Atlas Capital Advisors
Wyoming
$44.3K -$352 -27 -0.8%
ME
148
McIlrath & Eck
Washington
$43K – – –
William Blair & Company
149
William Blair & Company
Illinois
$43K +$3.95K +303 +10%
HR
150
Howe & Rusling
New York
$36K +$35.4K +2,715 New