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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$2.32M +$150K +4,810 +7%
CIC
102
Cutler Investment Counsel
Oregon
$2.26M +$98.7K +3,167 +5%
FCMT
103
Founders Capital Management (Texas)
Texas
$2.25M -$8.79K -282 -0.4%
KLI
104
Kelman-Lazarov Inc
Tennessee
$2.19M -$24.5K -787 -1%
MIC
105
Meridian Investment Counsel
California
$2.15M +$174K +5,575 +9%
STFP
106
Signal Tree Financial Partners
Ohio
$2.14M +$20.8K +667 +1%
AOWM
107
Alpha Omega Wealth Management
Virginia
$2.09M +$53.3K +1,709 +3%
LSWP
108
Liberty Square Wealth Partners
Pennsylvania
$1.96M -$2.48M -79,584 -56%
SA
109
Sanctuary Advisors
Indiana
$1.96M +$26K +835 +1%
MSFS
110
Main Street Financial Solutions
Pennsylvania
$1.96M +$185K +5,944 +11%
BCI
111
Brinker Capital Investments
Pennsylvania
$1.95M -$210K -6,740 -10%
AWM
112
Apollon Wealth Management
South Carolina
$1.91M -$137K -4,409 -7%
AQR Capital Management
113
AQR Capital Management
Connecticut
$1.89M +$745K +23,907 +66%
WF
114
Williams Financial
Vermont
$1.78M +$1.76M +56,523 New
EWA
115
EP Wealth Advisors
California
$1.75M +$1.74M +55,665 New
CPCP
116
Cedar Point Capital Partners
Iowa
$1.75M +$298K +9,570 +21%
SFA
117
Sequoia Financial Advisors
Ohio
$1.75M -$162K -5,211 -9%
LAM
118
Lakewood Asset Management
Illinois
$1.75M -$106K -3,393 -6%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$1.66M -$72.8K -2,334 -4%
CFA
120
Cahill Financial Advisors
Minnesota
$1.61M +$241K +7,735 +18%
PWMA
121
Pension & Wealth Management Advisors
Massachusetts
$1.6M -$3.31K -106 -0.2%
KFS
122
Kaizen Financial Strategies
California
$1.58M -$30.6K -980 -2%
VC
123
Vicus Capital
Pennsylvania
$1.57M -$252K -8,070 -14%
SL
124
Summitry LLC
California
$1.53M +$1.51M +48,417 New
BFP
125
Birchwood Financial Partners
Minnesota
$1.48M +$1.47M +47,121 New