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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
E
276
EntreWealth
Texas
$350K -$10.8K -302 -3%
FCH
277
Freestone Capital Holdings
Washington
$343K +$39.9K +1,120 +14%
EFG
278
Ehrlich Financial Group
California
$342K
MPW
279
Magnolia Private Wealth
Pennsylvania
$341K -$47.3K -1,325 -13%
CAL
280
Capital Analysts LLC
Pennsylvania
$340K -$19.2K -537 -6%
PA
281
Parallel Advisors
California
$334K +$79K +2,215 +34%
WT
282
Whittier Trust
California
$334K +$820 +23 +0.3%
D.E. Shaw & Co
283
D.E. Shaw & Co
New York
$332K -$374K -10,490 -55%
AWM
284
Abound Wealth Management
Tennessee
$329K +$8.81K +247 +3%
XT
285
XTX Topco
Cayman Islands
$328K +$308K +8,628 New
BW
286
BIP Wealth
Georgia
$328K +$307K +8,613 New
PIMG
287
Patriot Investment Management Group
Tennessee
$326K
BW
288
BXM Wealth
Colorado
$324K +$303K +8,505 New
JWCA
289
J.W. Cole Advisors
Florida
$313K +$293K +8,221 New
CA
290
Continuum Advisory
Idaho
$311K +$1.85K +52 +0.6%
SSWM
291
Smith Salley Wealth Management
North Carolina
$305K
PCM
292
Prelude Capital Management
New York
$304K +$285K +8,000 New
SWM
293
SeaCrest Wealth Management
New York
$301K +$428 +12 +0.2%
FWI
294
Facet Wealth Inc
Maryland
$301K -$46.6K -1,306 -14%
Vanguard National Trust
295
Vanguard National Trust
Pennsylvania
$300K
ECM
296
Evergreen Capital Management
Washington
$299K +$856 +24 +0.3%
HIS
297
Horizon Investment Services
Indiana
$294K +$1.68K +47 +0.6%
Empower Advisory Group
298
Empower Advisory Group
Colorado
$294K -$93.6K -2,625 -25%
WANY
299
Wealthspire Advisors (New York)
New York
$288K +$28K +785 +12%
SHGA
300
Sand Hill Global Advisors
California
$288K