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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMK
126
Paragon Capital Management (Kansas)
Kansas
$244K +$7.13K +268 +3%
BPA
127
Beacon Pointe Advisors
California
$243K +$238K +8,946 New
MCM
128
Maryland Capital Management
Maryland
$241K +$236K +8,866 New
PCA
129
Personal Capital Advisors
California
$233K -$38.8K -1,456 -15%
CTFG
130
Capstone Triton Financial Group
Oklahoma
$232K -$3.67K -138 -2%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$232K +$7.03K +264 +3%
DAS
132
Dynamic Advisor Solutions
Arizona
$226K -$373 -14 -0.2%
Deutsche Bank
133
Deutsche Bank
Germany
$221K
SFWA
134
Summit Financial Wealth Advisors
Louisiana
$220K -$84.6K -3,178 -28%
CPIG
135
Chicago Partners Investment Group
Illinois
$212K +$1.06K +40 +0.5%
Cerity Partners
136
Cerity Partners
New York
$209K +$204K +7,668 New
JIC
137
Johnson Investment Counsel
Ohio
$208K -$40.6K -1,526 -17%
SWM
138
Spire Wealth Management
Virginia
$183K +$143K +5,362 +389%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$181K +$32.9K +1,236 +23%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$163K +$213 +8 +0.1%
William Blair & Company
141
William Blair & Company
Illinois
$152K -$39.6K -1,488 -21%
JP Morgan Chase
142
JP Morgan Chase
New York
$148K -$2.66K -100 -2%
US Bancorp
143
US Bancorp
Minnesota
$147K -$639 -24 -0.4%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$118K -$44.1K -1,658 -28%
GRP
145
Global Retirement Partners
California
$95K
FRA
146
Front Row Advisors
California
$90K +$16K +600 +21%
EVM
147
Eaton Vance Management
Massachusetts
$84K -$37K -1,388 -31%
FFA
148
Freedman Financial Associates
Massachusetts
$83K
Simplex Trading
149
Simplex Trading
Illinois
$72K -$24.5K -920 -26%
AC
150
Arjuna Capital
North Carolina
$69K +$67.9K +2,550 New