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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
126
Brighton Jones LLC
Washington
$258K -$1.75K -66 -0.7%
PCA
127
Personal Capital Advisors
California
$258K +$32.9K +1,238 +14%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$256K -$724K -27,282 -74%
CPIG
129
Chicago Partners Investment Group
Illinois
$250K +$18K +678 +8%
CW
130
CreativeOne Wealth
Kansas
$244K -$166K -6,248 -40%
DAS
131
Dynamic Advisor Solutions
Arizona
$244K +$25K +942 +11%
VNA
132
Valley National Advisers
Pennsylvania
$239K -$13.3K -502 -5%
PCMK
133
Paragon Capital Management (Kansas)
Kansas
$232K -$4.14K -156 -2%
CTFG
134
Capstone Triton Financial Group
Oklahoma
$224K -$12.6K -474 -6%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$214K +$37.4K +1,408 +21%
SFWA
136
Summit Financial Wealth Advisors
Louisiana
$212K -$955 -36 -0.4%
Cerity Partners
137
Cerity Partners
New York
$211K +$8.92K +336 +4%
EWA
138
EP Wealth Advisors
California
$206K +$208K +7,836 New
SWP
139
Strategic Wealth Partners
Ohio
$203K +$204K +7,700 New
MML Investors Services
140
MML Investors Services
Massachusetts
$201K +$202K +7,618 New
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$173K +$15.3K +578 +10%
RTL
142
Red Tortoise LLC
Georgia
$158K +$198K +7,444 New
US Bancorp
143
US Bancorp
Minnesota
$153K +$11.1K +418 +8%
HR
144
Howe & Rusling
New York
$152K -$104K -3,930 -41%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$150K +$35.2K +1,328 +30%
JP Morgan Chase
146
JP Morgan Chase
New York
$143K – – –
William Blair & Company
147
William Blair & Company
Illinois
$136K -$10.8K -406 -7%
SWM
148
Spire Wealth Management
Virginia
$111K -$67.3K -2,536 -38%
FRA
149
Front Row Advisors
California
$92K – – –
GRP
150
Global Retirement Partners
California
$92K – – –