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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$72.9K +$72.5K +4,095 New
LFG
302
Larson Financial Group
Missouri
$70.3K – – –
SBL
303
Sargent Bickham Lagudis
Colorado
$68.2K +$24.7K +1,398 +57%
WWM
304
Wolff Wiese Magana
California
$66K – – –
ADL
305
Asset Dedication LLC
California
$60K – – –
HIA
306
Harbor Investment Advisory
Maryland
$59.9K – – –
GJIA
307
Glass Jacobson Investment Advisors
Maryland
$49.8K +$49.5K +2,796 New
CA
308
Clearstead Advisors
Ohio
$45.9K – – –
JFA
309
JNBA Financial Advisors
Minnesota
$45.4K – – –
MFA
310
McClarren Financial Advisors
Pennsylvania
$45K +$265 +15 +0.6%
SSB
311
Sandy Spring Bank
Maryland
$44K +$43.7K +2,472 New
LFA
312
LGT Financial Advisors
Texas
$42.5K +$42.3K +2,388 New
ZIG
313
Zullo Investment Group
Pennsylvania
$39.6K – – –
ME
314
McIlrath & Eck
Washington
$38.3K – – –
PO
315
Private Ocean
California
$34.3K +$34.1K +1,926 New
GWSA
316
Global Wealth Strategies & Associates
Colorado
$30.7K +$30.5K +1,725 New
MCC
317
Money Concepts Capital
Florida
$29.9K +$29.7K +1,680 New
HDIM
318
Hanson & Doremus Investment Management
Vermont
$29K +$28.5K +1,608 New
NA
319
NewEdge Advisors
Louisiana
$28.1K +$45.4K +2,568 New
IRC
320
Investors Research Corp
Georgia
$27.4K – – –
WFA
321
WestHill Financial Advisors
California
$27.3K – – –
CIA
322
Choate Investment Advisors
Massachusetts
$26.1K – – –
PB
323
Pinnacle Bancorp
Nebraska
$26K +$265 +15 +1%
MHR
324
Matthew Hamilton Rosenberg
$23.9K – – –
WT
325
Washington Trust
Rhode Island
$22.5K – – –
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