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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
WealthPLAN Partners
Nebraska
$375K +$35.2K +1,818 +10%
FCA
252
FinTrust Capital Advisors
South Carolina
$372K -$103K -5,307 -21%
Northern Trust
253
Northern Trust
Illinois
$370K -$19.4K -1,002 -5%
WG
254
Welch Group
Alabama
$364K -$24.5K -1,266 -6%
Fisher Asset Management
255
Fisher Asset Management
Washington
$356K +$15.1K +780 +4%
UCFA
256
United Capital Financial Advisors
Texas
$353K +$6.27K +324 +2%
US Bancorp
257
US Bancorp
Minnesota
$352K +$213K +11,013 +140%
Betterment LLC
258
Betterment LLC
New York
$352K +$365K +18,876 New
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$351K -$15.2K -786 -4%
CFD
260
Creative Financial Designs
Indiana
$349K +$29.9K +1,545 +9%
FPAS
261
Focus Partners Advisor Solutions
Missouri
$345K -$220K -11,364 -38%
NDSI
262
Newman Dignan & Sheerar Inc
Rhode Island
$341K -$27.9K -1,443 -7%
SIMG
263
Sonora Investment Management Group
Arizona
$341K -$13.1K -678 -4%
HWM
264
HB Wealth Management
Georgia
$340K +$7.66K +396 +2%
MFC
265
Morris Financial Concepts
South Carolina
$337K +$3.6K +186 +1%
William Blair & Company
266
William Blair & Company
Illinois
$335K +$168K +8,709 +94%
FLPIM
267
F.L. Putnam Investment Management
Massachusetts
$328K -$157K -8,118 -32%
HR
268
Howe & Rusling
New York
$326K +$6.33K +327 +2%
LI
269
Lafayette Investments
Maryland
$320K
ACA
270
Ackerman Capital Advisors
Texas
$320K
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$320K -$19K -984 -5%
TFA
272
Tobias Financial Advisors
Florida
$314K
AWA
273
Arete Wealth Advisors
Illinois
$314K -$3.22M -166,392 -91%
HIP
274
HUB Investment Partners
Texas
$308K +$20.5K +1,059 +7%
QCM
275
QRG Capital Management
Illinois
$307K +$318K +16,446 New