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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
326
Northwest Capital Management
Oregon
$774K +$733K +31,520 New
AP
327
Appleton Partners
Massachusetts
$772K -$42.2K -1,812 -5%
RWP
328
Revolve Wealth Partners
New Jersey
$771K -$81.5K -3,504 -10%
CW
329
Channel Wealth
California
$760K +$93 +4 +0%
CIA
330
Capital Investment Advisors
Georgia
$756K -$5.4K -232 -0.7%
HR
331
Howe & Rusling
New York
$737K +$147K +6,310 +27%
QCM
332
QRG Capital Management
Illinois
$733K +$61K +2,622 +10%
HIP
333
HUB Investment Partners
Texas
$732K +$21.7K +933 +3%
AWA
334
Archvest Wealth Advisors
California
$716K +$2.47K +106 +0.4%
Northern Trust
335
Northern Trust
Illinois
$715K +$213K +9,156 +46%
Kovitz Investment Group Partners
336
Kovitz Investment Group Partners
Illinois
$714K +$173K +7,423 +34%
Betterment LLC
337
Betterment LLC
New York
$712K +$362K +15,560 +116%
WAT
338
Wealth Advisory Team
Kentucky
$692K +$657K +28,219 New
JIC
339
Johnson Investment Counsel
Ohio
$689K +$3.42K +147 +0.5%
AFP
340
Ausdal Financial Partners
Iowa
$689K -$20.4K -876 -3%
William Blair & Company
341
William Blair & Company
Illinois
$689K +$17.3K +744 +3%
SCM
342
SOL Capital Management
Maryland
$677K
PCA
343
Prosperity Capital Advisors
Ohio
$672K +$12.7K +546 +2%
SIM
344
Studio Investment Management
Illinois
$669K +$20.2K +870 +3%
CFD
345
Creative Financial Designs
Indiana
$663K +$81K +3,481 +15%
Baird Financial Group
346
Baird Financial Group
Wisconsin
$661K +$15K +645 +2%
LKBC
347
L.K. Benson & Company
Maryland
$651K +$3.96K +170 +0.6%
EAM
348
Evanson Asset Management
California
$649K
US Bancorp
349
US Bancorp
Minnesota
$647K +$69.3K +2,979 +13%
HWMO
350
Heritage Wealth Management (Ohio)
Ohio
$645K +$611K +26,277 New