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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$1.27M +$323K +16,730 +39%
CWM
52
Cedar Wealth Management
California
$1.2M +$5.25K +272 +0.5%
TWP
53
Treybourne Wealth Planners
Indiana
$1.1M +$989K +51,304 New
SEIA
54
Signature Estate & Investment Advisors
California
$1.07M -$964 -50 -0.1%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.03M +$928K +48,146 New
CMO
56
Covenant Multifamily Offices
Texas
$956K -$171K -8,888 -17%
TA
57
Tiedemann Advisors
New York
$918K +$1.04K +54 +0.1%
AWM
58
Apollon Wealth Management
South Carolina
$914K +$821K +42,586 New
LPL Financial
59
LPL Financial
California
$889K -$56K -2,906 -7%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$850K +$525K +27,206 +219%
Mariner
61
Mariner
Kansas
$841K -$84.1K -4,360 -10%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$717K +$384K +19,928 +148%
FSWA
63
Financial Synergies Wealth Advisors
Texas
$700K -$1.22M -63,198 -66%
FVWA
64
Foster Victor Wealth Advisors
South Carolina
$693K -$8.75K -454 -1%
RRC
65
Relaxing Retirement Coach
Massachusetts
$688K -$2.36M -122,362 -79%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$676K
CG
67
Colony Group
Massachusetts
$657K -$23.9K -1,240 -4%
AP
68
Adero Partners
California
$650K -$9.99K -518 -2%
IA
69
IFP Advisors
Florida
$569K +$75.5K +3,918 +17%
OPS
70
Orion Portfolio Solutions
Nebraska
$552K +$136K +7,068 +38%
FWP
71
FAS Wealth Partners
Kansas
$548K -$34.9K -1,810 -7%
GC
72
Gratus Capital
Georgia
$543K -$33.7K -1,750 -6%
AF
73
Advisornet Financial
Minnesota
$538K +$1.7K +88 +0.4%
MCM
74
MAI Capital Management
Ohio
$523K +$470K +24,360 New
William Blair & Company
75
William Blair & Company
Illinois
$518K +$172K +8,946 +59%