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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DM
326
Diversified Management
Wisconsin
$1.02M +$1M +37,466 New
CA
327
Continuum Advisory
Idaho
$1.01M +$45.8K +1,712 +5%
FCH
328
Freestone Capital Holdings
Washington
$1M +$53.9K +2,016 +6%
SFG
329
Sage Financial Group
Pennsylvania
$1M
LFS
330
Legacy Financial Strategies
Kansas
$1M +$10.3K +385 +1%
SYBT
331
Stock Yards Bank & Trust
Kentucky
$999K +$9.2K +344 +0.9%
SHGA
332
Sand Hill Global Advisors
California
$990K +$295K +11,028 +43%
SFO
333
Stokes Family Office
Louisiana
$986K -$990K -37,014 -51%
CCA
334
Clarity Capital Advisors
Florida
$978K +$4.28K +160 +0.4%
CPA
335
Clear Point Advisors
New York
$973K -$82K -3,064 -8%
GIL
336
Go Invest LLC
Utah
$971K +$954K +35,667 New
BFP
337
Beacon Financial Planning
Massachusetts
$959K +$535 +20 +0.1%
CIC
338
Cutler Investment Counsel
Oregon
$949K +$933K +34,886 New
HWMO
339
Heritage Wealth Management (Ohio)
Ohio
$941K +$40.1K +1,499 +5%
Betterment LLC
340
Betterment LLC
New York
$931K +$20.1K +753 +2%
AFP
341
Ausdal Financial Partners
Iowa
$899K +$45.1K +1,686 +5%
JIC
342
Johnson Investment Counsel
Ohio
$899K +$146K +5,451 +20%
PWM
343
Platt Wealth Management
California
$897K +$882K +32,979 New
NSG
344
Nalls Sherbakoff Group
Tennessee
$878K -$604K -22,590 -41%
HWM
345
HRC Wealth Management
Idaho
$869K -$1.42K -53 -0.2%
ACA
346
Aptus Capital Advisors
Alabama
$850K -$23.7K -886 -3%
AWM
347
Axxcess Wealth Management
California
$840K +$399K +14,899 +93%
CWA
348
Crusonia Wealth Advisors
Colorado
$834K +$820K +30,652 New
RWP
349
Revolve Wealth Partners
New Jersey
$825K -$26.6K -996 -3%
HIP
350
HUB Investment Partners
Texas
$823K +$54K +2,019 +7%