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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Arkadios Wealth Advisors
Georgia
$240K +$248K +7,409 New
W
302
WealthCollab
Washington
$239K
CTWM
303
Cherry Tree Wealth Management
Minnesota
$238K
SFC
304
Sprinkle Financial Consultants
Colorado
$238K -$870 -26 -0.4%
FFA
305
First Foundation Advisors
California
$238K
PP
306
Patten & Patten
Tennessee
$236K
Financial Engines Advisors
307
Financial Engines Advisors
California
$235K +$242K +7,237 New
HR
308
Howe & Rusling
New York
$234K -$51.7K -1,546 -18%
EFG
309
Everhart Financial Group
Ohio
$229K +$237K +7,071 New
WN
310
Williams & Novak
California
$228K
CAM
311
Clark Asset Management
New Hampshire
$227K
SEIA
312
Signature Estate & Investment Advisors
California
$226K -$38.6K -1,154 -14%
MFC
313
Morris Financial Concepts
South Carolina
$226K -$2.01K -60 -0.9%
BAM
314
Bellevue Asset Management
Washington
$223K +$2.88K +86 +1%
FWP
315
Falcon Wealth Planning
California
$222K +$229K +6,833 New
IWC
316
Integrated Wealth Concepts
Massachusetts
$221K +$228K +6,824 New
IWAO
317
Independence Wealth Advisors (Ohio)
Ohio
$221K
WANY
318
Wealthspire Advisors (New York)
New York
$220K +$227K +6,789 New
KA
319
KLCM Advisors
Wisconsin
$219K -$15.7K -468 -6%
GSEP
320
Golden State Equity Partners
California
$219K +$226K +6,740 New
RF
321
RHS Financial
California
$216K -$9.81K -293 -4%
TSS
322
Two Sigma Securities
New York
$216K -$268K -7,993 -55%
Brown Advisory
323
Brown Advisory
Maryland
$214K +$221K +6,603 New
IIA
324
Integral Investment Advisors
California
$214K
PA
325
Parallel Advisors
California
$213K +$3.92K +117 +2%