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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
326
Jones Financial Companies
Missouri
$358K +$313K +14,187 +760%
JWCA
327
J.W. Cole Advisors
Florida
$358K +$127K +5,760 +56%
MCM
328
Mengis Capital Management
Oregon
$358K -$12.6K -573 -3%
Betterment LLC
329
Betterment LLC
New York
$354K -$162K -7,353 -32%
FNBT
330
FineMark National Bank & Trust
Florida
$353K +$349K +15,822 New
Members Trust
331
Members Trust
Florida
$352K
FFA
332
Farther Finance Advisors
California
$346K +$264K +11,994 +337%
WFAG
333
Worth Financial Advisory Group
North Carolina
$346K +$107K +4,839 +45%
PCIA
334
Prime Capital Investment Advisors
Kansas
$344K -$2.78K -126 -0.8%
AP
335
Adero Partners
California
$342K +$338K +15,318 New
KIG
336
Kowal Investment Group
Wisconsin
$341K +$25.6K +1,161 +8%
ACA
337
Ackerman Capital Advisors
Texas
$336K
DAS
338
Dynamic Advisor Solutions
Arizona
$330K +$5.89K +267 +2%
FG
339
Foster Group
Iowa
$329K +$325K +14,742 New
MW
340
Maia Wealth
Colorado
$327K +$314K +14,247 New
EAM
341
Empirical Asset Management
Massachusetts
$326K -$23.3K -1,059 -7%
AI
342
Atria Investments
North Carolina
$326K +$322K +14,595 New
MAS
343
Meeder Advisory Services
Ohio
$325K +$321K +14,553 New
MWM
344
Modera Wealth Management
New Jersey
$317K -$59.2K -2,685 -16%
IA
345
IFG Advisory
Georgia
$316K +$312K +14,169 New
BB
346
Burford Brothers
Texas
$313K
AWM
347
Abound Wealth Management
Tennessee
$308K -$5.82K -264 -2%
Qube Research & Technologies (QRT)
348
Qube Research & Technologies (QRT)
United Kingdom
$308K +$116K +5,247 +61%
CA
349
CapWealth Advisors
Tennessee
$308K
PCMC
350
Paragon Capital Management (Colorado)
Colorado
$306K -$283K -12,849 -48%