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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$475K +$114K +5,854 +33%
PP
52
PrairieView Partners
Minnesota
$474K -$117 -6 -0%
AF
53
Advisornet Financial
Minnesota
$458K – – –
Wells Fargo
54
Wells Fargo
California
$456K +$411K +21,054 +1,172%
CFA
55
Cahill Financial Advisors
Minnesota
$439K -$8.67K -444 -2%
GC
56
Garde Capital
Washington
$434K +$424K +21,736 New
FCB
57
First Command Bank
Texas
$412K +$169K +8,646 +72%
LIA
58
LBMC Investment Advisors
Tennessee
$388K +$379K +19,434 New
CFA
59
Carroll Financial Associates
North Carolina
$380K +$6.17K +316 +2%
EWM
60
Empirical Wealth Management
Washington
$376K +$368K +18,864 New
LA
61
LVW Advisors
New York
$359K +$20.6K +1,054 +6%
SSWM
62
Sheets Smith Wealth Management
North Carolina
$345K +$21.6K +1,106 +7%
3C
63
361 Capital
Colorado
$338K +$331K +16,940 New
W
64
Wealthfront
California
$313K -$39.7K -2,034 -11%
CM
65
Cornerstone Management
Georgia
$310K – – –
Stifel Financial
66
Stifel Financial
Missouri
$293K -$119K -6,086 -29%
SFWA
67
Summit Financial Wealth Advisors
Louisiana
$291K – – –
SWP
68
Stratos Wealth Partners
Ohio
$287K +$68.8K +3,524 +32%
BC
69
Burleson & Co
California
$268K +$6.33K +324 +2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$265K +$116K +5,946 +81%
WA
71
WESPAC Advisors
California
$261K -$5.89K -302 -2%
FCH
72
Freestone Capital Holdings
Washington
$245K +$13.2K +678 +6%
HFA
73
Huber Financial Advisors
Illinois
$240K +$235K +12,036 New
Morgan Stanley
74
Morgan Stanley
New York
$239K +$129K +6,616 +123%
SCM
75
SOL Capital Management
Maryland
$234K +$7.81K +400 +4%