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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
276
Freestone Capital Holdings
Washington
$211K -$259K -14,634 -55%
LGWM
277
Litman Gregory Wealth Management
California
$209K -$89.8K -5,073 -30%
PCA
278
Personal Capital Advisors
California
$203K +$202K +11,418 New
FFA
279
First Foundation Advisors
California
$203K -$80.1K -4,527 -28%
PMFA
280
Plante Moran Financial Advisors
Michigan
$199K +$90.1K +5,094 +84%
LC
281
Lindbrook Capital
California
$184K
Qube Research & Technologies (QRT)
282
Qube Research & Technologies (QRT)
United Kingdom
$178K +$73.3K +4,140 +71%
MA
283
MCF Advisors
Kentucky
$161K +$8.18K +462 +5%
SIC
284
SJS Investment Consulting
Ohio
$161K -$118K -6,669 -42%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$161K +$74.4K +4,203 +87%
CFD
286
Creative Financial Designs
Indiana
$154K +$56.7K +3,207 +59%
FWP
287
FAS Wealth Partners
Kansas
$153K +$796 +45 +0.5%
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$153K +$74.4K +4,203 +95%
BWL
289
Bogart Wealth LLC
Virginia
$142K -$12.6K -714 -8%
HNWAG
290
High Net Worth Advisory Group
Florida
$139K
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$118K +$48K +2,715 +69%
JP Morgan Chase
292
JP Morgan Chase
New York
$114K +$60.8K +3,435 +116%
FRA
293
Front Row Advisors
California
$103K
AC
294
AlphaCore Capital
California
$99.1K
TFGT
295
TS Financial Group (TSFG)
Illinois
$90K +$318 +18 +0.4%
EI
296
Ellevest Inc
New York
$86.7K +$86.1K +4,866 New
AWM
297
Abound Wealth Management
Tennessee
$82.2K +$372 +21 +0.5%
FFA
298
Farther Finance Advisors
California
$81.4K +$80.8K +4,569 New
AF
299
Allworth Financial
California
$79K +$45.2K +2,556 +136%
HNB
300
Huntington National Bank
Ohio
$77.6K