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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
301
Aptus Capital Advisors
Alabama
$83.5K -$14.1K -490 -8%
HNB
302
Huntington National Bank
Ohio
$82.8K
SIS
303
Sound Income Strategies
Florida
$77.6K +$66K +2,296 +741%
CIAS
304
CBIZ Investment Advisory Services
Ohio
$74.2K
PS
305
Principal Securities
Iowa
$73.4K +$38.6K +1,344 +120%
GWM
306
Geneos Wealth Management
Colorado
$65.2K
EWA
307
Elevate Wealth Advisory
Georgia
$63.5K
RP
308
Rice Partnership
Hawaii
$61.4K +$59.3K +2,062 New
FCA
309
FinTrust Capital Advisors
South Carolina
$56.9K
UB
310
UMB Bank
Missouri
$56.6K
CJ
311
Caitlin John
Michigan
$56.6K +$51.9K +1,806 +100%
SPIA
312
Steward Partners Investment Advisory
New York
$52.4K -$10.9K -378 -18%
VWM
313
Venturi Wealth Management
Texas
$51.9K
GA
314
GoalVest Advisory
New York
$51.5K
FWP
315
FAS Wealth Partners
Kansas
$50.1K -$517 -18 -1%
TCM
316
TruNorth Capital Management
Michigan
$48.1K +$14.7K +510 +46%
MFA
317
Morling Financial Advisors
California
$47.7K +$46K +1,600 New
MAM
318
Marquette Asset Management
Minnesota
$44.7K +$43.2K +1,502 New
MCM
319
MidAtlantic Capital Management
Virginia
$43.8K +$21.1K +734 +99%
CFD
320
Creative Financial Designs
Indiana
$42.9K +$747 +26 +2%
BCMLT
321
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.4K
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$41.4K
LIA
323
Luken Investment Analytics
Tennessee
$39.8K
PCWA
324
Pacific Capital Wealth Advisors
California
$37.8K
VAMG
325
Voisard Asset Management Group
Michigan
$36.8K +$35.5K +1,234 New