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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
276
Arax Advisory Partners
Colorado
$303K +$170K +5,069 +119%
CA
277
Clune & Associates
Illinois
$301K -$36.8K -1,100 -11%
FWI
278
Facet Wealth Inc
Maryland
$298K +$308K +9,204 New
SF
279
Symphony Financial
Texas
$298K +$569 +17 +0.2%
PCMC
280
Paragon Capital Management (Colorado)
Colorado
$292K – – –
EFG
281
Ehrlich Financial Group
California
$291K – – –
WT
282
Whittier Trust
California
$291K +$569 +17 +0.2%
PIMG
283
Patriot Investment Management Group
Tennessee
$278K – – –
AWM
284
Abound Wealth Management
Tennessee
$272K +$56K +1,672 +25%
USCWA
285
U.S. Capital Wealth Advisors
Texas
$272K +$4.58K +137 +2%
UCFA
286
United Capital Financial Advisors
Texas
$267K +$17.3K +516 +7%
RIA
287
Regal Investment Advisors
Michigan
$266K -$2.64K -79 -1%
CA
288
Continuum Advisory
Idaho
$263K +$536 +16 +0.2%
SSWM
289
Smith Salley Wealth Management
North Carolina
$260K -$9.24K -276 -3%
CTFG
290
Capstone Triton Financial Group
Oklahoma
$260K +$272K +8,124 New
SWM
291
SeaCrest Wealth Management
New York
$256K -$97.6K -2,915 -27%
FCH
292
Freestone Capital Holdings
Washington
$256K -$25.7K -767 -9%
Vanguard National Trust
293
Vanguard National Trust
Pennsylvania
$256K +$264K +7,889 New
ECM
294
Evergreen Capital Management
Washington
$254K +$67 +2 +0%
HIS
295
Horizon Investment Services
Indiana
$249K +$33 +1 +0%
FIA
296
Foundations Investment Advisors
Arizona
$247K -$4.97M -148,363 -95%
SHGA
297
Sand Hill Global Advisors
California
$245K -$15.1K -451 -6%
OWM
298
OneAscent Wealth Management
Alabama
$245K -$22.3K -666 -8%
CAI
299
Capital Advisors Inc
Oklahoma
$244K +$252K +7,536 New
MGIA
300
Moneta Group Investment Advisors
Missouri
$244K +$2.61K +78 +1%