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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
226
Private Capital Management (Colorado)
Colorado
$963K -$50.3K -2,364 -5%
AAS
227
Ameritas Advisory Services
Nebraska
$961K +$568K +26,715 +159%
BCI
228
Brinker Capital Investments
Pennsylvania
$960K +$23.1K +1,086 +3%
OPS
229
Orion Portfolio Solutions
Nebraska
$960K +$23.1K +1,086 +3%
PWM
230
Perigon Wealth Management
California
$952K -$70.7K -3,324 -7%
CA
231
Cetera Advisors
Colorado
$908K +$99.4K +4,674 +13%
WIP
232
WealthCare Investment Partners
Rhode Island
$892K +$310K +14,559 +58%
Citadel Advisors
233
Citadel Advisors
Florida
$872K +$825K +38,826 New
TRCT
234
Tower Research Capital (TRC)
New York
$869K +$822K +38,661 +322,175%
VF
235
VitalStone Financial
Texas
$856K +$3.19K +150 +0.4%
BWM
236
Birchcreek Wealth Management
Ohio
$855K +$64 +3 +0%
EWA
237
EP Wealth Advisors
California
$841K +$318K +14,970 +67%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$834K +$6.12K +288 +0.8%
SSWM
239
Sheets Smith Wealth Management
North Carolina
$829K +$3.13K +147 +0.4%
CCM
240
Chilton Capital Management
Texas
$811K -$38.5K -1,812 -5%
CBFP
241
Cedar Brook Financial Partners
Ohio
$805K +$152K +7,155 +25%
TAM
242
Townsend Asset Management
North Carolina
$802K +$10.2K +480 +1%
BSW
243
Buckingham Strategic Wealth
Missouri
$792K +$252K +11,847 +51%
WPC
244
Wedmont Private Capital
Pennsylvania
$790K +$26.1K +1,227 +4%
IC
245
IEQ Capital
California
$785K +$1.91K +90 +0.3%
CCA
246
Clarity Capital Advisors
Florida
$782K +$3.19K +150 +0.4%
SFG
247
Sage Financial Group
Pennsylvania
$768K
BRWA
248
B. Riley Wealth Advisors
Florida
$762K +$90.6K +4,260 +12%
ATPW
249
Ashton Thomas Private Wealth
Arizona
$732K +$693K +32,589 New
ECM
250
Evergreen Capital Management
Washington
$724K