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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$2.13M +$341K +13,828 +17%
LPL Financial
52
LPL Financial
California
$2.02M -$967K -39,152 -30%
RWM
53
Reston Wealth Management
Virginia
$1.92M -$37K -1,498 -2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.83M +$1.01M +40,724 +101%
FWM
55
Frontier Wealth Management
Missouri
$1.76M -$790 -32 -0%
AWM
56
Apollon Wealth Management
South Carolina
$1.73M +$582K +23,566 +44%
Citadel Advisors
57
Citadel Advisors
Florida
$1.65M +$1.41M +57,034 +355%
BSW
58
Buckingham Strategic Wealth
Missouri
$1.47M +$18.2K +736 +1%
KLI
59
Kelman-Lazarov Inc
Tennessee
$1.43M -$49.5K -2,004 -3%
RF
60
RHS Financial
California
$1.37M +$932K +37,764 +166%
SEIA
61
Signature Estate & Investment Advisors
California
$1.26M +$41K +1,660 +3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$1.25M +$104K +4,194 +8%
CIC
63
Cutler Investment Counsel
Oregon
$1.17M +$6.96K +282 +0.5%
WW
64
Waterfront Wealth
Kansas
$1.13M -$14.3K -580 -1%
AWM
65
Axxcess Wealth Management
California
$1.13M -$110K -4,474 -8%
RG
66
Retirement Group
California
$1.13M +$407K +16,486 +49%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.11M +$1M +40,600 +483%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$970K +$148K +6,012 +16%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$969K +$128K +5,182 +14%
EWM
70
Empirical Wealth Management
Washington
$923K +$310K +12,564 +45%
CFO
71
CVA Family Office
Colorado
$903K +$49 +2 +0%
HighTower Advisors
72
HighTower Advisors
Illinois
$807K -$59.5K -2,412 -6%
CG
73
Colony Group
Massachusetts
$777K
CA
74
Cambridge Advisors
Nebraska
$770K +$380K +15,408 +83%
AAS
75
Avantax Advisory Services
Texas
$745K +$530K +21,466 +187%