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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
101
Washington Trust Advisors
Massachusetts
$888K -$233K -9,134 -20%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$868K +$54.7K +2,144 +6%
FFA
103
Farther Finance Advisors
California
$861K -$27.4K -1,074 -3%
PWMA
104
Pension & Wealth Management Advisors
Massachusetts
$849K +$36.8K +1,444 +4%
HFS
105
Howard Financial Services
Texas
$798K +$2.86K +112 +0.3%
VC
106
Vicus Capital
Pennsylvania
$784K -$144K -5,660 -15%
CFO
107
CVA Family Office
Colorado
$782K +$51 +2 +0%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$766K +$123K +4,832 +18%
Renaissance Technologies
109
Renaissance Technologies
New York
$761K +$525K +20,600 +191%
TFS
110
Thoroughbred Financial Services
Tennessee
$757K +$44.2K +1,734 +6%
TAM
111
Townsend Asset Management
North Carolina
$744K +$306 +12 +0%
RA
112
RFG Advisory
Alabama
$744K +$44.4K +1,740 +6%
DP
113
DDD Partners
Washington
$730K +$22.7K +890 +3%
CFA
114
Cahill Financial Advisors
Minnesota
$715K +$119K +4,658 +19%
AAS
115
Avantax Advisory Services
Texas
$698K -$221K -8,684 -23%
Fisher Asset Management
116
Fisher Asset Management
Washington
$636K +$422K +16,546 +171%
VA
117
Valmark Advisers
Ohio
$630K +$662K +25,980 New
LIA
118
LBMC Investment Advisors
Tennessee
$627K -$13.3K -522 -2%
NSG
119
Nalls Sherbakoff Group
Tennessee
$625K -$11.2K -438 -2%
KAS
120
Kestra Advisory Services
Texas
$603K +$634K +24,874 New
JCIA
121
Jackson Creek Investment Advisors
Colorado
$593K +$10.9K +426 +2%
AF
122
Advisornet Financial
Minnesota
$573K +$22.6K +886 +4%
CA
123
CGN Advisors
Kansas
$567K +$596K +23,368 New
EWA
124
EP Wealth Advisors
California
$566K -$760K -29,808 -56%
DWT
125
Dorsey & Whitney Trust
South Dakota
$553K