Want to track FNDX and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Schwab Fundamental U.S. Large Company Index ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AW Ariel Weisbard Values Added Financial LLC | 49,704 | $1.18M | $1.57M | $393,741.44 | 33.36% |
| MY Michael Yoder Yoder Wealth Management Inc. | 56,384 | $1.03M | $1.79M | $753,177.47 | 72.97% |
| CWL Channel Wealth LLC Channel Wealth LLC | 15,062 | $312,634.17 | $476,938.23 | $164,304.06 | 52.55% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 747,950 | $14.27M | $23.67M | $9.4M | 65.85% |
 Gregory Bosch Strategies Wealth Advisors, LLC | 7,727 | $203,270.52 | $244,675.45 | $41,404.93 | 20.37% |
 Alexandra Stickelman Root Financial Partners, LLC | 12,698 | $324,418.1 | $401,828.21 | $77,410.11 | 23.86% |
 Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 819,334 | $20.29M | $25.94M | $5.65M | 27.87% |
 Courtney Holt Compound Planning, Inc. | 12,861 | $358,168 | $406,986.34 | $48,818.34 | 13.63% |
 Katherine Stoner Empower Advisory Group, LLC | 20,494 | $538,992.03 | $648,532.63 | $109,540.6 | 20.32% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 48,030 | $1.03M | $1.52M | $491,008.51 | 47.75% |
 Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 63,765 | $1.52M | $2.02M | $493,712 | 32.41% |
 Norden Group LLC NORDEN GROUP LLC | 7,924 | $208,489.65 | $250,635.33 | $42,145.68 | 20.21% |
 Elliot Kallen Prosperity Wealth Management, Inc. | 113,931 | $2.94M | $3.6M | $665,831.42 | 22.66% |
| TM Timothy Monaco Dechtman Wealth Management, LLC | 29,994 | $576,818.46 | $948,707.22 | $371,888.76 | 64.47% |
 Christopher C. Powers Farther Finance Advisors, LLC | 111,013 | $2.91M | $3.49M | $580,724.61 | 19.94% |
 Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 369 | $9,506 | $11,603.2 | $2,097.2 | 22.06% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 175,773 | $4.54M | $5.53M | $993,671.89 | 21.89% |
 NICOLE MARTIN Arlington Trust Co LLC | 3,885 | $80,213.59 | $122,901.97 | $42,688.38 | 53.22% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,715 | $434,891.67 | $687,496.9 | $252,605.23 | 58.08% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 8,357 | $227,711.57 | $264,582.62 | $36,871.05 | 16.19% |
