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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$26.1M +$3.04M +157,299 +13%
HighTower Advisors
27
HighTower Advisors
Illinois
$25.1M +$7.93M +410,193 +44%
OFG
28
Oxford Financial Group
Indiana
$24.1M -$687K -35,520 -3%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$23.7M +$1.09M +56,181 +5%
Creative Planning
30
Creative Planning
Kansas
$23.5M +$1.58M +81,684 +7%
LNC
31
Lincoln National Corp
Pennsylvania
$21.9M -$765K -39,540 -3%
KCPG
32
Kavar Capital Partners Group
Kansas
$21.1M +$327K +16,905 +2%
YAL
33
Your Advocates Ltd
Texas
$20.4M -$542K -28,005 -2%
CFA
34
Cahill Financial Advisors
Minnesota
$20.1M +$1.09M +56,463 +6%
RCA
35
Resonant Capital Advisors
Wisconsin
$20.1M +$180K +9,330 +0.9%
AFA
36
Arlington Financial Advisors
California
$19.6M -$9.26M -478,998 -31%
PC
37
Prairiewood Capital
North Dakota
$19.3M +$2.31M +119,607 +13%
PS
38
Planned Solutions
California
$19.1M +$408K +21,105 +2%
LPL Financial
39
LPL Financial
California
$18.8M +$2.65M +136,953 +16%
Corient Private Wealth
40
Corient Private Wealth
Florida
$18.2M +$2.94M +152,142 +18%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$18.2M +$986K +51,000 +6%
WTA
42
Washington Trust Advisors
Massachusetts
$17.8M -$306K -15,846 -2%
FSG
43
Financial Strategies Group
Michigan
$17.3M +$340K +17,589 +2%
KAS
44
Kestra Advisory Services
Texas
$16.7M +$200K +10,344 +1%
BCWM
45
Bartlett & Co Wealth Management
Ohio
$15M +$21.5K +1,113 +0.1%
BC
46
Bartlett & Co
Ohio
$14.9M +$21.5K +1,113 +0.1%
MWP
47
Moller Wealth Partners
$14.7M -$143K -7,401 -0.9%
FCM
48
Firestone Capital Management
Florida
$14.2M +$71.1K +3,678 +0.5%
CWM
49
Cabot Wealth Management
Massachusetts
$13.9M -$24.4K -1,260 -0.2%
TWM
50
Tradition Wealth Management
Minnesota
$13.3M +$25.5K +1,317 +0.2%