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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPI
251
Trust Point Inc
Wisconsin
$308K
E
252
EntreWealth
Texas
$305K -$61.5K -2,026 -17%
PIMG
253
Patriot Investment Management Group
Tennessee
$304K
JWCA
254
J.W. Cole Advisors
Florida
$303K +$2.16K +71 +0.7%
HR
255
Howe & Rusling
New York
$303K -$73.9K -2,432 -20%
CCG
256
Coastwise Capital Group
California
$301K +$1K +33 +0.3%
VT
257
Vise Technologies
New York
$296K +$288K +9,488 New
FCH
258
Freestone Capital Holdings
Washington
$293K
BIG
259
Brooklyn Investment Group
New York
$291K
SF
260
Symphony Financial
Texas
$286K +$278K +9,143 +31,528%
Truist Financial
261
Truist Financial
North Carolina
$284K +$277K +9,123 New
HIP
262
HUB Investment Partners
Texas
$282K -$341K -11,227 -55%
PCMC
263
Paragon Capital Management (Colorado)
Colorado
$281K -$59.3K -1,953 -18%
PCMK
264
Paragon Capital Management (Kansas)
Kansas
$280K +$911 +30 +0.3%
SEIA
265
Signature Estate & Investment Advisors
California
$280K +$2.61K +86 +1%
EFG
266
Ehrlich Financial Group
California
$280K
BCM
267
Brookstone Capital Management
Illinois
$279K -$11.3K -373 -4%
WT
268
Whittier Trust
California
$276K +$942 +31 +0.4%
MT
269
Midwest Trust
Kansas
$274K +$13.7K +450 +5%
OWM
270
OneAscent Wealth Management
Alabama
$272K -$25.3K -834 -9%
CAL
271
Capital Analysts LLC
Pennsylvania
$267K +$143K +4,723 +123%
AF
272
Allworth Financial
California
$259K +$76.9K +2,531 +44%
RIA
273
Regal Investment Advisors
Michigan
$254K +$248K +8,154 New
NHC
274
Nicholas Hoffman & Company
Georgia
$254K +$247K +8,141 New
NWMG
275
National Wealth Management Group
Ohio
$252K +$246K +8,093 New