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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
126
Betterment LLC
New York
$1.62M +$171K +5,100 +11%
VC
127
Vicus Capital
Pennsylvania
$1.59M -$26.1K -781 -2%
SL
128
Summitry LLC
California
$1.57M
EWA
129
EP Wealth Advisors
California
$1.55M -$261K -7,807 -14%
PWMA
130
Pension & Wealth Management Advisors
Massachusetts
$1.52M -$133K -3,960 -8%
LAM
131
Lakewood Asset Management
Illinois
$1.48M -$325K -9,706 -17%
DP
132
DDD Partners
Washington
$1.42M +$12.6K +375 +0.9%
SOS
133
Silver Oak Securities
Tennessee
$1.41M -$33.1K -990 -2%
GFP
134
Guardian Financial Partners
California
$1.4M +$78.2K +2,335 +6%
EGM
135
Engineers Gate Manager
New York
$1.38M +$344K +10,287 +32%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$1.35M -$51.9K -1,550 -4%
MSFS
137
Main Street Financial Solutions
Pennsylvania
$1.34M -$694K -20,739 -33%
SAG
138
SageView Advisory Group
California
$1.32M -$45.2K -1,349 -3%
CA
139
Cambridge Advisors
Nebraska
$1.31M +$4.49K +134 +0.3%
WP
140
Westmount Partners
California
$1.31M
HFS
141
Howard Financial Services
Texas
$1.29M +$92.4K +2,760 +7%
FAG
142
Financial Architects (Georgia)
Georgia
$1.28M +$379K +11,320 +40%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$1.28M +$256K +7,648 +24%
MA
144
Mutual Advisors
Nebraska
$1.26M +$259K +7,747 +25%
MML Investors Services
145
MML Investors Services
Massachusetts
$1.25M +$175K +5,217 +16%
WSFS
146
Wilmington Savings Fund Society
Delaware
$1.22M
ADL
147
Asset Dedication LLC
California
$1.15M -$69.7K -2,081 -6%
CA
148
CGN Advisors
Kansas
$1.14M +$8K +239 +0.7%
BC
149
Brio Consultants
California
$1.13M +$57.3K +1,713 +6%
Stifel Financial
150
Stifel Financial
Missouri
$1.12M +$208K +6,203 +22%