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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
401
Advocate Group
Minnesota
$221K +$219K +9,912 New
EWA
402
Elevate Wealth Advisory
Georgia
$221K
PL
403
Parthenon LLC
Kentucky
$218K +$215K +9,762 New
CCG
404
Coastwise Capital Group
California
$216K
Financial Engines Advisors
405
Financial Engines Advisors
California
$215K +$211K +9,582 New
ST
406
Smithfield Trust
Pennsylvania
$213K
FWP
407
FAS Wealth Partners
Kansas
$212K
ST
408
Sabal Trust
Florida
$208K -$376K -17,061 -65%
ACI
409
Alpha Cubed Investments
California
$207K -$18.9K -855 -8%
EGA
410
E&G Advisors
Texas
$204K +$201K +9,126 New
CFP
411
Catalyst Financial Partners
Massachusetts
$201K +$198K +8,994 New
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$194K
PCWA
413
Pacific Capital Wealth Advisors
California
$188K +$8.47K +384 +5%
PMFA
414
Plante Moran Financial Advisors
Michigan
$172K -$7.28K -330 -4%
RIL
415
Rothschild Investment LLC
Illinois
$169K
CSWG
416
Cardinal Strategic Wealth Guidance
Kentucky
$164K +$162K +7,353 New
AF
417
Allworth Financial
California
$161K -$3.31K -150 -2%
NP
418
NorthRock Partners
Minnesota
$160K +$154K +6,969 +3,937%
CJ
419
Caitlin John
Michigan
$133K
GJIA
420
Glass Jacobson Investment Advisors
Maryland
$133K +$15.2K +690 +13%
FRA
421
Front Row Advisors
California
$127K
SSB
422
Sandy Spring Bank
Maryland
$127K +$5.36K +243 +4%
BIM
423
Breakwater Investment Management
Washington
$120K
GGI
424
Godsey & Gibb Inc
Virginia
$120K
LC
425
Lindbrook Capital
California
$119K