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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
326
HUB Investment Partners
Texas
$608K +$169K +6,975 +37%
SYBT
327
Stock Yards Bank & Trust
Kentucky
$606K +$621K +25,596 New
BIG
328
Builder Investment Group
Georgia
$603K -$3.32K -137 -0.5%
PNC Financial Services Group
329
PNC Financial Services Group
Pennsylvania
$603K -$35.7K -1,471 -5%
SHGA
330
Sand Hill Global Advisors
California
$601K -$24 -1 -0%
CNTOF
331
Canandaigua National Trust of Florida
New York
$595K +$258K +10,620 +73%
SIM
332
Studio Investment Management
Illinois
$589K +$33.4K +1,376 +6%
MWM
333
Maridea Wealth Management
New York
$586K +$600K +24,744 New
WFA
334
Wellspring Financial Advisors
Ohio
$581K +$2.76K +114 +0.5%
DACG
335
Donor Advised Charitable Giving
California
$581K +$2.79K +115 +0.5%
LWA
336
Lantern Wealth Advisors
New York
$578K +$70.9K +2,923 +14%
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$572K +$5.29K +218 +0.9%
CPA
338
Compass Planning Associates
Massachusetts
$565K +$579K +23,863 New
KW
339
Keyvantage Wealth
Pennsylvania
$563K +$577K +23,787 New
FWI
340
Facet Wealth Inc
Maryland
$562K -$851K -35,083 -60%
LI
341
Lafayette Investments
Maryland
$558K +$99.4K +4,098 +21%
Kovitz Investment Group Partners
342
Kovitz Investment Group Partners
Illinois
$545K +$41.2K +1,701 +8%
CIA
343
Capital Investment Advisors
Georgia
$543K +$113K +4,667 +26%
CFD
344
Creative Financial Designs
Indiana
$537K +$19.3K +794 +4%
RIA
345
Regal Investment Advisors
Michigan
$535K +$9.26K +382 +2%
VCM
346
Vivaldi Capital Management
Illinois
$534K -$10.8K -445 -2%
HR
347
Howe & Rusling
New York
$527K +$18.5K +764 +4%
JLBC
348
J.L. Bainbridge & Co
Florida
$525K -$37.9K -1,563 -7%
CW
349
CreativeOne Wealth
Kansas
$509K -$8.03K -331 -2%
BCG
350
Breakwater Capital Group
New Jersey
$507K +$100K +4,123 +24%