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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
26
Shore Point Advisors
New Jersey
$6.9M -$29.2K -1,170 -0.4%
JBA
27
Johnson Bixby & Associates
Washington
$6.82M +$535K +21,440 +8%
Cerity Partners
28
Cerity Partners
New York
$6.64M +$1.13M +45,430 +20%
IIC
29
Ironwood Investment Counsel
Arizona
$6.04M -$1.48M -59,214 -19%
CFO
30
Collective Family Office
Pennsylvania
$5.99M +$972K +38,930 +19%
SSWG
31
Seven Springs Wealth Group
Tennessee
$5.94M +$184K +7,354 +3%
SS
32
Sound Stewardship
Kansas
$5.89M +$287K +11,488 +5%
CST
33
Charles Schwab Trust
Nevada
$5.68M +$799K +31,996 +16%
BCI
34
Brinker Capital Investments
Pennsylvania
$5.46M +$1.31M +52,554 +31%
OPS
35
Orion Portfolio Solutions
Nebraska
$5.46M +$4.56M +182,754 +437%
RWA
36
Rainsberger Wealth Advisors
Colorado
$5.46M +$78.4K +3,138 +1%
EWA
37
Exencial Wealth Advisors
Oklahoma
$5.45M -$501K -20,054 -8%
LWM
38
Liberty Wealth Management
California
$5.16M +$5.14M +205,930 New
YAL
39
Your Advocates Ltd
Texas
$5.16M +$41.7K +1,670 +0.8%
OWM
40
Opes Wealth Management
California
$5.11M -$364K -14,586 -6%
PAG
41
Private Advisor Group
New Jersey
$4.77M -$116K -4,658 -2%
Creative Planning
42
Creative Planning
Kansas
$4.76M +$1.41M +56,360 +40%
HWA
43
HHM Wealth Advisors
Tennessee
$4.51M +$180K +7,218 +4%
SAG
44
SageView Advisory Group
California
$4.42M -$310K -12,414 -6%
LPL Financial
45
LPL Financial
California
$4.09M +$752K +30,096 +22%
CWM
46
Cabot Wealth Management
Massachusetts
$3.97M +$749 +30 +0%
Stifel Financial
47
Stifel Financial
Missouri
$3.5M +$313K +12,540 +10%
AI
48
Accredited Investors
Minnesota
$3.45M +$2.93M +117,402 +478%
Betterment LLC
49
Betterment LLC
New York
$3.45M +$3.03M +121,248 +594%
TYCC
50
Texas Yale Capital Corp
Florida
$3.25M