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
AP
126
Appleton Partners
Massachusetts
$620K +$50.8K +2,766 +9%
Comerica Bank
127
Comerica Bank
Texas
$617K -$606K -33,000 -50%
MML Investors Services
128
MML Investors Services
Massachusetts
$614K +$102K +5,559 +19%
CW
129
CreativeOne Wealth
Kansas
$600K +$7.27K +396 +1%
CS
130
Comerica Securities
Michigan
$588K -$1.57M -85,563 -72%
CBFP
131
Cedar Brook Financial Partners
Ohio
$581K +$6.44K +351 +1%
SCA
132
Snowden Capital Advisors
New York
$568K -$78.5K -4,278 -12%
OIA
133
OneDigital Investment Advisors
Kansas
$546K +$28.6K +1,560 +5%
CAM
134
Cresset Asset Management
Illinois
$530K +$541K +29,460 New
CP
135
Camelot Portfolios
Ohio
$524K +$41.5K +2,262 +8%
SCM
136
SOL Capital Management
Maryland
$513K – – –
CCM
137
Chilton Capital Management
Texas
$493K -$14.6K -795 -3%
AWM
138
Altium Wealth Management
New York
$487K – – –
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$462K – – –
PAG
140
Private Advisor Group
New Jersey
$448K +$22.4K +1,218 +5%
LIM
141
Leavell Investment Management
Alabama
$448K +$458K +24,930 New
PA
142
Parallel Advisors
California
$417K -$1.82K -99 -0.4%
DACG
143
Donor Advised Charitable Giving
California
$414K +$1.93K +105 +0.5%
WFA
144
Wellspring Financial Advisors
Ohio
$414K +$1.93K +105 +0.5%
IWC
145
Integrated Wealth Concepts
Massachusetts
$407K +$88.4K +4,818 +27%
EAM
146
Evanson Asset Management
California
$402K – – –
BRWA
147
B. Riley Wealth Advisors
Florida
$398K +$82.4K +4,488 +26%
AWA
148
Arete Wealth Advisors
Illinois
$395K -$1.91M -104,199 -83%
NDSI
149
Newman Dignan & Sheerar Inc
Rhode Island
$394K +$24.4K +1,332 +6%
LWAC
150
Laurel Wealth Advisors (California)
California
$389K +$1.38K +75 +0.3%