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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
101
Kelman-Lazarov Inc
Tennessee
$1.99M +$19.5K +640 +1%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$1.95M -$22.7K -744 -1%
EWA
103
EQ Wealth Advisors
Texas
$1.91M +$1.96M +64,159 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$1.88M -$34.5K -1,130 -2%
PMG
105
ProVise Management Group
Florida
$1.79M -$214K -6,994 -10%
CIC
106
Cutler Investment Counsel
Oregon
$1.79M +$39.8K +1,302 +2%
WW
107
Waterfront Wealth
Kansas
$1.76M -$1.79M -58,569 -50%
AAS
108
Asset Allocation Strategies
Michigan
$1.73M +$891K +29,171 +101%
Corient Private Wealth
109
Corient Private Wealth
Florida
$1.72M -$176K -5,746 -9%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$1.72M -$411K -13,450 -19%
IA
111
IFP Advisors
Florida
$1.72M +$159K +5,193 +10%
KFS
112
Kaizen Financial Strategies
California
$1.69M +$50K +1,636 +3%
VC
113
Vicus Capital
Pennsylvania
$1.67M +$71.6K +2,345 +4%
AOWM
114
Alpha Omega Wealth Management
Virginia
$1.66M +$95.6K +3,131 +6%
SFA
115
Sequoia Financial Advisors
Ohio
$1.66M -$7.33K -240 -0.4%
HAS
116
HBW Advisory Services
California
$1.63M -$20.6K -674 -1%
CA
117
Cambridge Advisors
Nebraska
$1.62M +$156K +5,097 +10%
AAS
118
Avantax Advisory Services
Texas
$1.61M +$434K +14,208 +35%
Lido Advisors
119
Lido Advisors
California
$1.55M +$854K +27,959 +115%
PWMA
120
Pension & Wealth Management Advisors
Massachusetts
$1.53M +$214K +7,004 +16%
SAG
121
SageView Advisory Group
California
$1.43M -$175K -5,745 -11%
Betterment LLC
122
Betterment LLC
New York
$1.3M -$75.2K -2,462 -5%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$1.26M -$425K -13,905 -25%
WP
124
WMS Partners
Maryland
$1.17M -$28.5K -932 -2%
Northern Trust
125
Northern Trust
Illinois
$1.17M +$979K +32,062 +434%