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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LBMC Investment Advisors
Tennessee
$794K
Comerica Bank
152
Comerica Bank
Texas
$782K +$123K +4,270 +19%
Stifel Financial
153
Stifel Financial
Missouri
$776K -$4.15M -144,452 -85%
MA
154
Mutual Advisors
Nebraska
$749K +$707K +24,590 +94%
Lido Advisors
155
Lido Advisors
California
$725K +$469K +16,310 +203%
FFA
156
Farther Finance Advisors
California
$716K -$344K -11,982 -33%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$705K +$681K +23,682 New
SEIA
158
Signature Estate & Investment Advisors
California
$694K -$591K -20,546 -47%
GFP
159
Guardian Financial Partners
California
$692K +$71.4K +2,484 +12%
CG
160
Caprock Group
Idaho
$687K +$663K +23,080 New
FFN
161
Focus Financial Network
Minnesota
$676K +$5.12K +178 +0.8%
AF
162
Advisornet Financial
Minnesota
$660K -$8.79K -306 -1%
TCM
163
Tandem Capital Management
New Jersey
$650K
CCA
164
Clarity Capital Advisors
Florida
$638K +$4.6K +160 +0.8%
HS
165
Horan Securities
United States
$629K +$8.22K +286 +1%
ECM
166
Evergreen Capital Management
Washington
$621K +$287 +10 +0%
QWM
167
Quadcap Wealth Management
Texas
$612K -$33.5K -1,166 -5%
CNWM
168
Clay Northam Wealth Management
California
$610K +$5.75K +200 +1%
Two Sigma Investments
169
Two Sigma Investments
New York
$608K +$586K +20,400 New
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$571K -$30.2K -1,052 -5%
JFG
171
JMG Financial Group
Illinois
$570K +$40.9K +1,422 +8%
JLBC
172
J.L. Bainbridge & Co
Florida
$567K +$236K +8,214 +76%
CA
173
CoreCap Advisors
Michigan
$565K +$545K +18,954 New
FSWA
174
Financial Synergies Wealth Advisors
Texas
$562K +$104K +3,610 +24%
VBFG
175
Vishria Bird Financial Group
Tennessee
$559K +$539K +18,768 New