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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
226
Y-Intercept (HK)
Hong Kong
$287K +$279K +14,700 New
SWP
227
Strategic Wealth Partners
Ohio
$283K
Baird Financial Group
228
Baird Financial Group
Wisconsin
$281K +$273K +14,379 New
MG
229
Mather Group
Illinois
$280K +$2.96K +156 +1%
PCMK
230
Paragon Capital Management (Kansas)
Kansas
$268K
CA
231
CapWealth Advisors
Tennessee
$267K
S
232
SimplyRich
California
$265K
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$264K
RC
234
Randolph Company
Ohio
$264K
TYCC
235
Texas Yale Capital Corp
Florida
$258K
MSA
236
Marino Stram & Associates
Massachusetts
$255K -$9.23K -486 -4%
DFA
237
DHJJ Financial Advisors
Illinois
$253K +$171 +9 +0.1%
CA
238
Calton & Associates
Florida
$247K -$9.34K -492 -4%
SIM
239
Studio Investment Management
Illinois
$246K +$57 +3 +0%
HWM
240
HB Wealth Management
Georgia
$243K +$236K +12,453 New
DY
241
Dowling & Yahnke
California
$242K
CFO
242
Collective Family Office
Pennsylvania
$240K +$234K +12,309 New
PA
243
Pinnacle Associates
New York
$238K
Bessemer Group
244
Bessemer Group
New Jersey
$238K +$232K +12,204 New
AA
245
Aufman Associates
Pennsylvania
$235K
NEGWA
246
New England Guild Wealth Advisors
Connecticut
$234K +$740 +39 +0.3%
E
247
ETFidea
New York
$234K +$227K +11,967 New
LGWM
248
Litman Gregory Wealth Management
California
$233K -$23.2K -1,224 -9%
WWM
249
Western Wealth Management
Colorado
$233K +$225K +11,865 New
Fisher Asset Management
250
Fisher Asset Management
Washington
$226K +$220K +11,568 New