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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
251
Glenmede Trust
Pennsylvania
$344K +$340K +10,904 New
MPW
252
Magnolia Private Wealth
Pennsylvania
$337K -$3.9K -125 -1%
KIA
253
KCM Investment Advisors
California
$336K
KAS
254
Kestra Advisory Services
Texas
$335K +$11.3K +362 +4%
E
255
EntreWealth
Texas
$333K -$6.89K -221 -2%
CA
256
Clune & Associates
Illinois
$327K +$1.09K +35 +0.3%
IAA
257
Independent Advisor Alliance
North Carolina
$326K
CA
258
Clearstead Advisors
Ohio
$321K -$873 -28 -0.3%
AF
259
Allworth Financial
California
$320K +$57.4K +1,842 +22%
HIP
260
HUB Investment Partners
Texas
$313K +$28.2K +904 +10%
TPI
261
Trust Point Inc
Wisconsin
$311K
CCG
262
Coastwise Capital Group
California
$306K +$1.4K +45 +0.5%
PAW
263
Plan A Wealth
Nebraska
$305K +$302K +9,694 New
WT
264
Whittier Trust
California
$289K +$1.28K +41 +0.5%
SF
265
Symphony Financial
Texas
$289K
PCMK
266
Paragon Capital Management (Kansas)
Kansas
$285K +$1.28K +41 +0.5%
PCMC
267
Paragon Capital Management (Colorado)
Colorado
$284K
EFG
268
Ehrlich Financial Group
California
$283K
CAL
269
Capital Analysts LLC
Pennsylvania
$282K +$11.1K +356 +4%
Fisher Asset Management
270
Fisher Asset Management
Washington
$279K +$40.3K +1,292 +17%
MT
271
Midwest Trust
Kansas
$277K
HR
272
Howe & Rusling
New York
$277K -$29.3K -940 -10%
FCH
273
Freestone Capital Holdings
Washington
$273K -$22.5K -721 -8%
NHC
274
Nicholas Hoffman & Company
Georgia
$272K +$15K +482 +6%
PIMG
275
Patriot Investment Management Group
Tennessee
$270K -$36.9K -1,185 -12%