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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Allworth Financial
California
$83.2K +$2.04K +111 +3%
HNB
302
Huntington National Bank
Ohio
$78.2K – – –
CSPIA
303
Cary Street Partners Investment Advisory
Virginia
$75K – – –
RDFA
304
Ritter Daniher Financial Advisory
Ohio
$72.8K +$72.9K +3,975 New
ADL
305
Asset Dedication LLC
California
$71K +$9.36K +510 +15%
SIC
306
SJS Investment Consulting
Ohio
$69.3K -$96.7K -5,268 -58%
BWL
307
Bogart Wealth LLC
Virginia
$68.5K -$77.7K -4,233 -53%
WWM
308
Wolff Wiese Magana
California
$67.8K – – –
VCM
309
Vigilant Capital Management
Maine
$66K -$178K -9,717 -73%
HIA
310
Harbor Investment Advisory
Maryland
$61.5K – – –
SSC
311
Syverson Strege & Co
Iowa
$52K -$221K -12,027 -81%
MFA
312
McClarren Financial Advisors
Pennsylvania
$47K +$220 +12 +0.5%
JFA
313
JNBA Financial Advisors
Minnesota
$46.6K – – –
PCMC
314
Private Capital Management (Colorado)
Colorado
$45.6K +$45.7K +2,490 New
SSB
315
Sandy Spring Bank
Maryland
$45.3K – – –
ME
316
McIlrath & Eck
Washington
$43.6K +$4.18K +228 +11%
BAM
317
Belpointe Asset Management
Nevada
$43.3K +$22.6K +1,233 +109%
SIS
318
Sound Income Strategies
Florida
$41.9K +$22.5K +1,224 +115%
MFA
319
Morling Financial Advisors
California
$41.1K +$41.2K +2,244 New
TWD
320
True Wealth Design
Ohio
$37.1K +$37.2K +2,025 New
PO
321
Private Ocean
California
$35.3K – – –
GWSA
322
Global Wealth Strategies & Associates
Colorado
$33.1K +$1.49K +81 +5%
GT
323
Glenmede Trust
Pennsylvania
$32.3K +$21.7K +1,185 +204%
GRP
324
Global Retirement Partners
California
$30K +$18.8K +1,023 +162%
IRC
325
Investors Research Corp
Georgia
$30K +$1.87K +102 +7%
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