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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
351
Facet Wealth Inc
Maryland
$997K +$304K +10,714 +43%
PFM
352
Phillips Financial Management
Indiana
$992K -$114K -4,022 -10%
AFP
353
Ausdal Financial Partners
Iowa
$986K +$66.6K +2,350 +7%
CPA
354
Clear Point Advisors
New York
$981K -$14.9K -527 -1%
CFP
355
Catalyst Financial Partners
Massachusetts
$981K +$743K +26,216 +291%
RWP
356
Revolve Wealth Partners
New Jersey
$946K +$104K +3,664 +12%
FCH
357
Freestone Capital Holdings
Washington
$945K -$81.8K -2,885 -8%
IAN
358
Integrated Advisors Network
Texas
$930K -$134K -4,730 -12%
JIC
359
Johnson Investment Counsel
Ohio
$903K -$17.3K -612 -2%
NSG
360
Nalls Sherbakoff Group
Tennessee
$902K +$2.72K +96 +0.3%
Jane Street
361
Jane Street
New York
$896K +$912K +32,187 New
HWM
362
HRC Wealth Management
Idaho
$895K +$5.07K +179 +0.6%
SEI Investments
363
SEI Investments
Pennsylvania
$878K +$562K +19,841 +170%
ACA
364
Aptus Capital Advisors
Alabama
$873K +$3.23K +114 +0.4%
LFS
365
Legacy Financial Strategies
Kansas
$872K -$156K -5,490 -15%
TAM
366
Townsend Asset Management
North Carolina
$861K +$765K +27,012 +692%
HIP
367
HUB Investment Partners
Texas
$854K +$11.2K +395 +1%
CWA
368
Crusonia Wealth Advisors
Colorado
$847K -$6.29K -222 -0.7%
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$845K +$542K +19,123 +170%
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$829K +$8.42K +297 +1%
SPIA
371
Steward Partners Investment Advisory
New York
$824K +$1.56K +55 +0.2%
AWM
372
Axxcess Wealth Management
California
$820K -$39.7K -1,401 -5%
MGIA
373
Moneta Group Investment Advisors
Missouri
$809K +$27.9K +983 +4%
AA
374
Auxano Advisors
Washington
$805K +$507K +17,875 +162%
TCIIS
375
TIAA-CREF Individual & Institutional Services
New York
$805K +$819K +28,906 New