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Schwab Fundamental US Broad Market Index ETF

名稱 持股 交易金額 股數
變動
持股
變動
Resonant Capital Advisors
26
Resonant Capital Advisors
Wisconsin
US$356萬 +US$68萬 +23,044 +25%
UBS Group
27
UBS Group
Switzerland
US$340萬 -US$13.1萬 -4,444 -4%
CVA Family Office
28
CVA Family Office
Colorado
US$326萬 -US$10.3萬 -3,499 -3%
LPL Financial
29
LPL Financial
California
US$319萬 +US$7,845 +266 +0.3%
Centurion Wealth Management
30
Centurion Wealth Management
Virginia
US$291萬 +US$3.3萬 +1,120 +1%
Ameriprise
31
Ameriprise
Minnesota
US$278萬 +US$11.6萬 +3,920 +4%
HHM Wealth Advisors
32
HHM Wealth Advisors
Tennessee
US$270萬 -US$5.26萬 -1,785 -2%
Red Door Wealth Management
33
Red Door Wealth Management
Tennessee
US$264萬 – – –
MAI Capital Management
34
MAI Capital Management
Ohio
US$248萬 -US$3.89萬 -1,320 -2%
Clearstead Advisors
35
Clearstead Advisors
Ohio
US$246萬 -US$260萬 -88,117 -52%
Wealthspire Advisors (New York)
36
Wealthspire Advisors (New York)
New York
US$242萬 – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
US$232萬 -US$22.3萬 -7,572 -9%
Foster Group
38
Foster Group
Iowa
US$229萬 +US$8,022 +272 +0.4%
Yoder Wealth Management
39
Yoder Wealth Management
California
US$221萬 – – –
Townsend Asset Management
40
Townsend Asset Management
North Carolina
US$210萬 +US$2,094 +71 +0.1%
Valmark Advisers
41
Valmark Advisers
Ohio
US$206萬 +US$45.4萬 +15,384 +29%
Nicholas Hoffman & Company
42
Nicholas Hoffman & Company
Georgia
US$205萬 +US$2.97萬 +1,006 +2%
Quantinno Capital Management
43
Quantinno Capital Management
New York
US$204萬 +US$46.9萬 +15,894 +31%
Founders Financial Securities
44
Founders Financial Securities
Maryland
US$194萬 -US$2,684 -91 -0.1%
SeaCrest Wealth Management
45
SeaCrest Wealth Management
New York
US$186萬 +US$5.83萬 +1,977 +3%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
US$167萬 +US$4.16萬 +1,409 +3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
US$158萬 +US$1.84萬 +624 +1%
Brown Brothers Harriman & Co
48
Brown Brothers Harriman & Co
New York
US$156萬 – – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
US$155萬 -US$2.11萬 -716 -1%
Values Added Financial
50
Values Added Financial
District of Columbia
US$151萬 – – –