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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
101
Betterment LLC
New York
$435K +$88.5K +3,584 +23%
OCG
102
Opus Capital Group
Ohio
$431K +$6.52K +264 +1%
IA
103
IFP Advisors
Florida
$427K
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$425K +$131K +5,294 +39%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$422K +$103K +4,186 +29%
SSC
106
Syverson Strege & Co
Iowa
$416K
CST
107
Charles Schwab Trust
Nevada
$411K +$56.5K +2,290 +14%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$410K -$184K -7,448 -30%
Wells Fargo
109
Wells Fargo
California
$408K +$99.7K +4,038 +29%
AP
110
Adero Partners
California
$403K -$2.17K -88 -0.5%
MCM
111
MAI Capital Management
Ohio
$396K -$30.1K -1,220 -7%
CAM
112
Cidel Asset Management
Ontario, Canada
$396K -$16.2K -656 -4%
TA
113
Tiedemann Advisors
New York
$394K -$77.8K -3,152 -15%
DWT
114
Dorsey & Whitney Trust
South Dakota
$392K +$106K +4,300 +33%
EWA
115
EP Wealth Advisors
California
$388K -$37.6K -1,522 -8%
OPS
116
Orion Portfolio Solutions
Nebraska
$386K -$49.8K -2,018 -11%
APW
117
Austin Private Wealth
Texas
$373K +$160K +6,490 +65%
CIAS
118
Capital Investment Advisory Services
North Carolina
$367K
TAM
119
Townsend Asset Management
North Carolina
$332K +$11.7K +472 +3%
PCA
120
Personal Capital Advisors
California
$315K -$9.73K -394 -3%
RDWM
121
Red Door Wealth Management
Tennessee
$314K
MML Investors Services
122
MML Investors Services
Massachusetts
$311K +$150K +6,082 +80%
UCFA
123
United Capital Financial Advisors
Texas
$309K +$6.32K +256 +2%
AP
124
Appleton Partners
Massachusetts
$286K -$32.8K -1,328 -10%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$280K -$27.9K -1,130 -8%