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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$8.03M +$716K +29,828 +10%
SC
27
Savant Capital
Illinois
$7.63M -$16.9K -704 -0.2%
CFO
28
Collective Family Office
Pennsylvania
$7.5M +$1.23M +51,284 +21%
JBA
29
Johnson Bixby & Associates
Washington
$7.41M +$329K +13,712 +5%
SPA
30
Shore Point Advisors
New Jersey
$7.16M +$7.49K +312 +0.1%
Cerity Partners
31
Cerity Partners
New York
$6.89M +$5.71K +238 +0.1%
SSWG
32
Seven Springs Wealth Group
Tennessee
$6.31M +$139K +5,802 +2%
SS
33
Sound Stewardship
Kansas
$6.11M +$4.27K +178 +0.1%
EWA
34
Exencial Wealth Advisors
Oklahoma
$5.77M +$117K +4,882 +2%
CST
35
Charles Schwab Trust
Nevada
$5.7M +$313K +13,040 +6%
OWM
36
Opes Wealth Management
California
$5.55M +$240K +9,978 +5%
CAM
37
Cresset Asset Management
Illinois
$5.52M +$5.25M +218,688 New
RWA
38
Rainsberger Wealth Advisors
Colorado
$5.45M -$194K -8,090 -4%
IIC
39
Ironwood Investment Counsel
Arizona
$5.33M -$895K -37,274 -15%
SAG
40
SageView Advisory Group
California
$5.18M +$570K +23,744 +13%
PAG
41
Private Advisor Group
New Jersey
$5.11M -$88.4K -3,684 -2%
YAL
42
Your Advocates Ltd
Texas
$5.11M -$221K -9,198 -4%
Creative Planning
43
Creative Planning
Kansas
$4.59M -$324K -13,514 -7%
HWA
44
HHM Wealth Advisors
Tennessee
$4.44M -$220K -9,152 -5%
CWM
45
Cabot Wealth Management
Massachusetts
$4.19M +$72.4K +3,018 +2%
LPL Financial
46
LPL Financial
California
$4.11M -$122K -5,078 -3%
NRI
47
NFP Retirement Inc
California
$4.06M +$1.54M +64,102 +66%
Stifel Financial
48
Stifel Financial
Missouri
$3.9M +$259K +10,798 +8%
TYCC
49
Texas Yale Capital Corp
Florida
$3.37M
PMG
50
ProVise Management Group
Florida
$3.26M -$78.2K -3,256 -2%