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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ashford Advisors
New York
$35.4M -$308K -16,002 -0.9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$34M -$404K -20,985 -1%
UBS Group
28
UBS Group
Switzerland
$31.1M +$2.09M +108,588 +8%
CAN
29
Cetera Advisor Networks
California
$30.5M +$25.5M +1,326,528 +880%
HighTower Advisors
30
HighTower Advisors
Illinois
$29.3M +$1.38M +71,700 +5%
LRIA
31
Leonard Rickey Investment Advisors
Washington
$27M +$697K +36,255 +3%
Creative Planning
32
Creative Planning
Kansas
$26.1M +$73.9K +3,843 +0.3%
OFG
33
Oxford Financial Group
Indiana
$26.1M -$558K -29,037 -2%
LPL Financial
34
LPL Financial
California
$25.2M +$4.11M +213,453 +21%
LNC
35
Lincoln National Corp
Pennsylvania
$24.2M -$118K -6,114 -0.5%
CFA
36
Cahill Financial Advisors
Minnesota
$23.8M +$1.38M +71,559 +7%
PC
37
Prairiewood Capital
North Dakota
$23.2M +$1.75M +90,795 +9%
RCA
38
Resonant Capital Advisors
Wisconsin
$22.6M +$328K +17,073 +2%
AFA
39
Arlington Financial Advisors
California
$21.8M +$88.2K +4,584 +0.4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$21.7M +$1.47M +76,200 +8%
PS
41
Planned Solutions
California
$21.1M -$15.8K -819 -0.1%
Corient Private Wealth
42
Corient Private Wealth
Florida
$19.9M -$272K -14,133 -1%
FSG
43
Financial Strategies Group
Michigan
$19M -$115 -6 -0%
WTA
44
Washington Trust Advisors
Massachusetts
$18.4M -$1.2M -62,349 -7%
KAS
45
Kestra Advisory Services
Texas
$18.1M -$317K -16,470 -2%
MWP
46
Moller Wealth Partners
$17M +$664K +34,533 +4%
BCWM
47
Bartlett & Co Wealth Management
Ohio
$17M +$372K +19,353 +2%
BC
48
Bartlett & Co
Ohio
$17M +$372K +19,353 +2%
YAL
49
Your Advocates Ltd
Texas
$16.9M -$5.33M -277,008 -25%
TWM
50
Tradition Wealth Management
Minnesota
$16.3M +$1.44M +75,006 +11%