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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Choate Investment Advisors
Massachusetts
$25K – – –
MHR
302
Matthew Hamilton Rosenberg
$23K – – –
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$23K – – –
IWP
304
IAG Wealth Partners
Wisconsin
$22K – – –
WT
305
Washington Trust
Rhode Island
$21K – – –
ATC
306
Adirondack Trust Company
New York
$20K – – –
BAM
307
Bellevue Asset Management
Washington
$20K – – –
CA
308
CoreCap Advisors
Michigan
$20K +$21.6K +1,176 New
HS
309
Horan Securities
United States
$19K – – –
HPC
310
HM Payson & Co
Maine
$18K +$110 +6 +0.6%
BlackRock
311
BlackRock
New York
$17K -$1.38K -75 -7%
KFI
312
Key Financial Inc
Pennsylvania
$13K – – –
WOSD
313
WFA of San Diego
California
$13K +$14.4K +783 New
APW
314
Acima Private Wealth
Virginia
$12.2K – – –
GRP
315
Global Retirement Partners
California
$12K +$1.44K +78 +12%
CAL
316
Capital Advisors Ltd
Ohio
$11K -$1.02M -55,377 -99%
HFS
317
Hantz Financial Services
Michigan
$11K -$43.4K -2,355 -78%
UB
318
UMB Bank
Missouri
$10K -$4.92K -267 -31%
LWA
319
Lowe Wealth Advisors
Maryland
$10K – – –
RF
320
Robbins Farley
New Hampshire
$10K – – –
SCA
321
Stonebridge Capital Advisors
Minnesota
$10K +$11.2K +609 New
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$11.5K -624 -53%
GT
323
Glenmede Trust
Pennsylvania
$9K – – –
TF
324
TimeScale Financial
Massachusetts
$9K – – –
PMFA
325
Plante Moran Financial Advisors
Michigan
$8K -$33.1K -1,797 -79%