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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$311K
WCA
427
Westover Capital Advisors
Delaware
$310K +$39.7K +1,642 +14%
FLPIM
428
F.L. Putnam Investment Management
Massachusetts
$308K
GM
429
GeoWealth Management
Illinois
$304K +$311K +12,882 New
Financial Engines Advisors
430
Financial Engines Advisors
California
$298K -$177K -7,309 -37%
GJIA
431
Glass Jacobson Investment Advisors
Maryland
$295K
BAWC
432
Boyce & Associates Wealth Consulting
Texas
$294K +$50.8K +2,100 +20%
CCG
433
Coastwise Capital Group
California
$293K +$1.11K +46 +0.4%
UCFA
434
United Capital Financial Advisors
Texas
$293K +$300K +12,402 New
Russell Investments Group
435
Russell Investments Group
United Kingdom
$290K +$141K +5,837 +91%
DWP
436
Destiny Wealth Partners
Florida
$287K +$293K +12,141 New
GWM
437
Geneos Wealth Management
Colorado
$286K +$170K +7,044 +139%
CPA
438
Capital Performance Advisors
California
$286K +$292K +12,097 New
AC
439
Anson Capital
Georgia
$284K
FWTB
440
First Western Trust Bank
Colorado
$278K +$285K +11,794 New
TSS
441
Two Sigma Securities
New York
$278K +$285K +11,770 New
BWA
442
Bordeaux Wealth Advisors
California
$276K +$4.11K +170 +1%
SSWM
443
Smith Salley Wealth Management
North Carolina
$276K +$282K +11,680 New
PCMN
444
Paradigm Capital Management (Nevada)
Nevada
$274K -$2.01M -83,085 -88%
PAW
445
Plan A Wealth
Nebraska
$273K +$280K +11,579 New
WCFA
446
Walkner Condon Financial Advisors
Wisconsin
$273K
CAM
447
Cresset Asset Management
Illinois
$272K -$955K -39,517 -77%
MIC
448
Meridian Investment Counsel
California
$270K
JFGIW
449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K
Natixis Advisors
450
Natixis Advisors
Massachusetts
$268K +$275K +11,371 New