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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$22.1M +$21.9M +1,239,159 New
LRIA
27
Leonard Rickey Investment Advisors
Washington
$21.2M +$261K +14,751 +1%
LNC
28
Lincoln National Corp
Pennsylvania
$19.8M -$565K -31,959 -3%
KCPG
29
Kavar Capital Partners Group
Kansas
$19.7M +$839K +47,418 +4%
Creative Planning
30
Creative Planning
Kansas
$19.7M -$1.01M -56,940 -5%
PS
31
Planned Solutions
California
$19.6M -$128K -7,248 -0.7%
Ameriprise
32
Ameriprise
Minnesota
$19.4M -$6.52M -368,664 -25%
WTA
33
Washington Trust Advisors
Massachusetts
$17.7M -$39.3M -2,223,453 -69%
RCA
34
Resonant Capital Advisors
Wisconsin
$17.2M -$25.5K -1,440 -0.1%
KAS
35
Kestra Advisory Services
Texas
$16.9M -$389K -21,963 -2%
SL
36
Systelligence LLC
Minnesota
$16.9M +$150K +8,493 +0.9%
PC
37
Prairiewood Capital
North Dakota
$14.9M +$1.46M +82,629 +11%
CW
38
Connectus Wealth
Ohio
$14.6M -$9.82M -554,808 -40%
LPL Financial
39
LPL Financial
California
$14.4M +$139K +7,851 +1%
CFA
40
Cahill Financial Advisors
Minnesota
$14.3M +$6.16M +347,991 +77%
FCM
41
Firestone Capital Management
Florida
$14.2M +$1.1M +62,295 +9%
Corient Private Wealth
42
Corient Private Wealth
Florida
$13.9M +$13.8M +782,619 New
HighTower Advisors
43
HighTower Advisors
Illinois
$13.9M +$1.16M +65,751 +9%
BCWM
44
Bartlett & Co Wealth Management
Ohio
$13.8M +$263K +14,838 +2%
BC
45
Bartlett & Co
Ohio
$13.8M +$263K +14,838 +2%
MWP
46
Moller Wealth Partners
$13.6M +$513K +29,007 +4%
CWM
47
Cabot Wealth Management
Massachusetts
$13.4M +$223K +12,609 +2%
FSG
48
Financial Strategies Group
Michigan
$13.2M -$313K -17,703 -2%
TWM
49
Tradition Wealth Management
Minnesota
$12.8M +$3.1M +175,086 +32%
NCM
50
Northland Capital Management
Minnesota
$12.5M -$14.5K -819 -0.1%