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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$2.4M +$1.15M +46,550 +116%
HWA
77
HHM Wealth Advisors
Tennessee
$2.39M -$2.2M -88,792 -51%
SAG
78
SageView Advisory Group
California
$2.22M -$3.27M -131,958 -62%
YWM
79
Yoder Wealth Management
California
$2.14M -$8.38K -338 -0.4%
AWM
80
Apollon Wealth Management
South Carolina
$2M +$290K +11,698 +19%
JP Morgan Chase
81
JP Morgan Chase
New York
$2M +$754K +30,414 +73%
FPAS
82
Focus Partners Advisor Solutions
Missouri
$1.98M +$247K +9,972 +16%
Betterment LLC
83
Betterment LLC
New York
$1.94M +$408K +16,454 +31%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$1.83M +$36.8K +1,482 +2%
KLI
85
Kelman-Lazarov Inc
Tennessee
$1.79M +$120K +4,836 +8%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$1.75M +$1.57M +63,106 New
BSW
87
Buckingham Strategic Wealth
Missouri
$1.71M -$37.8K -1,526 -2%
WW
88
Waterfront Wealth
Kansas
$1.67M +$20.3K +820 +1%
LAM
89
Lakewood Asset Management
Illinois
$1.61M +$142K +5,706 +11%
SFS
90
Solitude Financial Services
Virginia
$1.6M -$10.9K -440 -0.8%
ADL
91
Asset Dedication LLC
California
$1.59M -$1.54K -62 -0.1%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$1.59M +$152K +6,134 +12%
CIC
93
Cutler Investment Counsel
Oregon
$1.58M +$67.9K +2,738 +5%
RWM
94
Reston Wealth Management
Virginia
$1.55M -$332K -13,394 -19%
HIS
95
Horizon Investment Services
Indiana
$1.52M +$1.36M +54,952 New
VC
96
Vicus Capital
Pennsylvania
$1.43M +$483K +19,488 +60%
LIM
97
Leavell Investment Management
Alabama
$1.4M -$13.1K -530 -1%
TNA
98
True North Advisors
Texas
$1.39M -$154K -6,190 -11%
CA
99
Cambridge Advisors
Nebraska
$1.39M +$9.42K +380 +0.8%
AWM
100
AE Wealth Management
Kansas
$1.38M +$976K +39,340 +343%