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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
$43.1M +$983K +81,804 +2%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$20.6M -$33.2K -2,763 -0.2%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.8M +$145K +12,060 +2%
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$8.47M +$1.27M +105,600 +16%
OA
5
Opes Advisors
California
$7.35M +$302K +25,146 +4%
TPW
6
Tiller Private Wealth
Pennsylvania
$5.31M -$602K -50,061 -10%
LRIA
7
Leonard Rickey Investment Advisors
Washington
$3.88M +$3.75M +312,312 New
CC
8
Callan Capital
California
$2.32M +$128K +10,611 +6%
VCM
9
Vigilant Capital Management
Maine
$2.08M +$53.2K +4,425 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.49M +$2.71K +225 +0.2%
FI
11
FormulaFolio Investments
Michigan
$844K +$39K +3,243 +5%
WAM
12
Wealthspire Advisors (Maryland)
Maryland
$843K
RJFSA
13
Raymond James Financial Services Advisors
Florida
$794K +$768K +63,897 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$751K -$2.32M -192,681 -76%
SCM
15
SOL Capital Management
Maryland
$674K +$223K +18,537 +52%
LPL Financial
16
LPL Financial
California
$644K -$8.91K -741 -1%
VNA
17
Valley National Advisers
Pennsylvania
$548K -$1.88K -156 -0.4%
BDF
18
Balasa Dinverno & Foltz
$520K -$16.6K -1,377 -5%
PA
19
Paracle Advisors
Washington
$480K
ACP
20
Aviance Capital Partners
Florida
$461K +$445K +37,059 New
MWP
21
MYCIO Wealth Partners
Pennsylvania
$385K
AF
22
Advisornet Financial
Minnesota
$372K +$360K +29,925 New
CIC
23
Carnegie Investment Counsel
Ohio
$369K -$12.8K -1,065 -3%
AG
24
Advisor Group
Arizona
$314K +$45.4K +3,777 +18%
Ameriprise
25
Ameriprise
Minnesota
$268K -$763K -63,456 -75%