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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$39.6M +$567K +49,794 +1%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$19.4M +$740K +65,016 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.14M +$664K +58,365 +9%
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$7.75M -$163K -14,292 -2%
OA
5
Opes Advisors
California
$6.62M +$385K +33,810 +6%
TPW
6
Tiller Private Wealth
Pennsylvania
$5.58M -$259K -22,719 -5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.96M +$656K +57,633 +29%
CC
8
Callan Capital
California
$2.06M +$16.8K +1,479 +0.8%
VCM
9
Vigilant Capital Management
Maine
$1.9M +$48.1K +4,230 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.4M +$30.7K +2,700 +2%
Jane Street
11
Jane Street
New York
$1M -$302K -26,553 -24%
Ameriprise
12
Ameriprise
Minnesota
$994K -$1.63M -143,157 -63%
WAM
13
Wealthspire Advisors (Maryland)
Maryland
$793K
FI
14
FormulaFolio Investments
Michigan
$756K +$44.6K +3,918 +6%
LPL Financial
15
LPL Financial
California
$615K -$38.7K -3,399 -6%
BDF
16
Balasa Dinverno & Foltz
$519K +$291K +25,563 New
VNA
17
Valley National Advisers
Pennsylvania
$517K -$1.78K -156 -0.4%
PA
18
Paracle Advisors
Washington
$451K
SCM
19
SOL Capital Management
Maryland
$417K -$27.3K -2,400 -6%
CIC
20
Carnegie Investment Counsel
Ohio
$369K +$512 +45 +0.1%
MWP
21
MYCIO Wealth Partners
Pennsylvania
$362K
AG
22
Advisor Group
Arizona
$251K
EWM
23
Edge Wealth Management
New York
$156K +$18.2K +1,596 +14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$137K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$102K +$51.8K +4,551 +110%