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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
101
Townsend Asset Management
North Carolina
$373K +$212 +8 +0.1%
HG
102
Harbor Group
New Hampshire
$370K +$690 +26 +0.2%
CA
103
Cambridge Advisors
Nebraska
$367K
CCA
104
Cobblestone Capital Advisors
New York
$367K
AP
105
Appleton Partners
Massachusetts
$366K +$20.2K +760 +6%
PPA
106
Parametric Portfolio Associates
Washington
$364K -$17.7K -666 -5%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$337K +$25.1K +944 +8%
RSWM
108
Robertson Stephens Wealth Management
California
$336K -$7.22K -272 -2%
EWM
109
Empirical Wealth Management
Washington
$323K +$5.15K +194 +2%
RF
110
RHS Financial
California
$320K +$31.3K +1,178 +11%
WFA
111
Wade Financial Advisory
California
$316K
JMPWA
112
JP Morgan Private Wealth Advisors
California
$310K +$39.9K +1,504 +15%
IAN
113
Integrated Advisors Network
Texas
$307K -$2.39K -90 -0.8%
TFA
114
Teamwork Financial Advisors
Texas
$304K -$18.2K -686 -6%
CGPCS
115
Capital Group Private Client Services
California
$301K +$304K +11,446 New
JIC
116
Johnson Investment Counsel
Ohio
$298K +$96.7K +3,644 +48%
CP
117
Camelot Portfolios
Ohio
$290K +$23.9K +900 +9%
JLBC
118
J.L. Bainbridge & Co
Florida
$277K
BPA
119
Beacon Pointe Advisors
California
$274K +$38.6K +1,454 +16%
SWM
120
SeaCrest Wealth Management
New York
$273K -$5.41K -204 -2%
Northern Trust
121
Northern Trust
Illinois
$271K
PA
122
PFG Advisors
Arizona
$263K -$19.1K -720 -7%
RRC
123
Relaxing Retirement Coach
Massachusetts
$263K -$4.14K -156 -2%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$261K +$37.2K +1,402 +16%
BJL
125
Brighton Jones LLC
Washington
$258K -$1.75K -66 -0.7%