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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
51
Cornerstone Financial Group
Nebraska
$1.39M -$143K -5,146 -10%
QCM
52
Quantinno Capital Management
New York
$1.39M +$1.41M +50,957 New
CCM
53
Coldstream Capital Management
Washington
$1.36M -$118K -4,255 -8%
VAF
54
Values Added Financial
District of Columbia
$1.35M
AQR Capital Management
55
AQR Capital Management
Connecticut
$1.33M -$180K -6,517 -12%
RTL
56
Red Tortoise LLC
Georgia
$1.27M -$1.83K -66 -0.1%
QCG
57
Quadrant Capital Group
Ohio
$1.2M
GA
58
GSG Advisors
New Jersey
$1.17M +$3.43K +124 +0.3%
CIC
59
Carnegie Investment Counsel
Ohio
$1.15M +$702K +25,345 +149%
HI
60
Harbour Investments
Wisconsin
$1.15M +$961K +34,689 +464%
HWM
61
HB Wealth Management
Georgia
$1.08M +$54.2K +1,956 +5%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$1.06M +$802K +28,967 +290%
CW
63
Channel Wealth
California
$957K +$4.85K +175 +0.5%
MW
64
Marble Wealth
Alabama
$877K +$19.5K +704 +2%
MIA
65
Milestone Investment Advisors
Wisconsin
$830K -$61.4K -2,217 -7%
JP Morgan Chase
66
JP Morgan Chase
New York
$817K -$205K -7,412 -19%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$800K +$14K +506 +2%
AC
68
Avant Capital
Louisiana
$787K +$26.1K +943 +3%
MWM
69
McCartney Wealth Management
Missouri
$777K +$526 +19 +0.1%
SWA
70
SFMG Wealth Advisors
Texas
$761K
BAM
71
Bellevue Asset Management
Washington
$755K
EWA
72
Exencial Wealth Advisors
Oklahoma
$749K -$14.4K -519 -2%
FFA
73
Farther Finance Advisors
California
$690K +$1.99K +72 +0.3%
CAM
74
Cozad Asset Management
Illinois
$677K -$25.1K -905 -4%
CPIG
75
Chicago Partners Investment Group
Illinois
$661K +$25.2K +909 +4%