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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
176
Neuberger Berman Group
New York
$648K -$28.6K -1,056 -4%
HI
177
Harbour Investments
Wisconsin
$636K +$96.8K +3,569 +19%
LIA
178
LBMC Investment Advisors
Tennessee
$626K
CCA
179
Clarity Capital Advisors
Florida
$620K +$1.49K +55 +0.3%
Jane Street
180
Jane Street
New York
$614K +$581K +21,418 New
JFG
181
JMG Financial Group
Illinois
$597K -$49.6K -1,828 -8%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$590K +$50.4K +1,858 +10%
QWM
183
Quadcap Wealth Management
Texas
$582K
HIP
184
HUB Investment Partners
Texas
$581K +$281K +10,349 +104%
YIH
185
Y-Intercept (HK)
Hong Kong
$577K +$546K +20,141 New
JAG
186
Journey Advisory Group
Kentucky
$562K
CNWM
187
Clay Northam Wealth Management
California
$554K
BGAI
188
Bruce G. Allen Investments
Colorado
$553K +$4.42K +163 +0.9%
AV
189
Aspiring Ventures
Ohio
$551K
MWM
190
Modera Wealth Management
New Jersey
$546K -$2.36K -87 -0.5%
TCM
191
Tandem Capital Management
New Jersey
$538K -$7.05K -260 -1%
CPIG
192
Chicago Partners Investment Group
Illinois
$536K +$461 +17 +0.1%
MWA
193
Medallion Wealth Advisors
Connecticut
$535K +$82.2K +3,031 +20%
ONB
194
Old National Bancorp
Indiana
$533K
CFGA
195
Cambridge Financial Group (Arizona)
Arizona
$524K
WF
196
Warner Financial
Maryland
$523K +$11.5K +423 +2%
WRPWM
197
Werba Rubin Papier Wealth Management
California
$520K
CIAS
198
Capital Investment Advisory Services
North Carolina
$518K
LFG
199
Larson Financial Group
Missouri
$516K +$182K +6,715 +60%
JLBC
200
J.L. Bainbridge & Co
Florida
$511K