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
RDWM
176
Red Door Wealth Management
Tennessee
$42K +$2.97M +217,590 New
CFFP
177
Center for Financial Planning
Michigan
$40K +$37.9K +2,778 New
JPLA
178
Joseph P. Lucia & Associates
New York
$38K
BFC
179
Bedel Financial Consulting
Indiana
$30K
JWBC
180
John W. Brooker & Co
California
$30K +$28.9K +2,118 New
Deutsche Bank
181
Deutsche Bank
Germany
$28K +$16.7K +1,224 +151%
AC
182
AlphaCore Capital
California
$28K +$26.8K +1,965 New
ADL
183
Asset Dedication LLC
California
$27K
JP Morgan Chase
184
JP Morgan Chase
New York
$26K -$8.19K -600 -25%
Citigroup
185
Citigroup
New York
$26K
IA
186
IFP Advisors
Florida
$24K
MA
187
MUFG Americas
New York
$23K
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$23K +$22K +1,614 New
CAGAS
189
Capital Advisory Group Advisory Services
Minnesota
$20K +$18.9K +1,383 New
MWP
190
MYCIO Wealth Partners
Pennsylvania
$19K +$18.1K +1,326 New
SPIA
191
Steward Partners Investment Advisory
New York
$17K
ASN
192
Advisory Services Network
Georgia
$17K +$15.2K +1,113 +1,031%
CL
193
Cabana LLC
Arkansas
$17K +$16.4K +1,200 New
TIM
194
Tortoise Investment Management
New York
$14K
KC
195
Knuff & Co
California
$13K
MA
196
MCF Advisors
Kentucky
$13K
EWM
197
EPG Wealth Management
Georgia
$13K +$12.7K +933 New
OPS
198
Orion Portfolio Solutions
Nebraska
$12K +$11.8K +861 New
CAL
199
Capital Advisors Ltd
Ohio
$11K +$10.4K +765 New
GI
200
Gradient Investments
Minnesota
$9K