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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$39.3M +$2.15M +101,277 +6%
KHC
27
Koesten Hirschmann & Crabtree
Kansas
$39.2M -$886K -41,679 -2%
UBS Group
28
UBS Group
Switzerland
$36.2M +$2.16M +101,733 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$32.5M +$630K +29,616 +2%
CCMG
30
Clark Capital Management Group
Pennsylvania
$31.5M -$18.1M -850,191 -38%
LRIA
31
Leonard Rickey Investment Advisors
Washington
$29.8M +$440K +20,697 +2%
LPL Financial
32
LPL Financial
California
$29M +$1.57M +73,746 +6%
Creative Planning
33
Creative Planning
Kansas
$28.4M +$37.1K +1,746 +0.1%
KCPG
34
Kavar Capital Partners Group
Kansas
$28.1M -$23.4M -1,102,503 -47%
OFG
35
Oxford Financial Group
Indiana
$27.6M -$741K -34,860 -3%
PC
36
Prairiewood Capital
North Dakota
$27.4M +$2.06M +96,906 +9%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$15.2M +712,689 +143%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$26.4M +$2.61M +122,586 +12%
LNC
39
Lincoln National Corp
Pennsylvania
$25.6M -$613K -28,818 -2%
RCA
40
Resonant Capital Advisors
Wisconsin
$25.3M +$665K +31,284 +3%
CFA
41
Cahill Financial Advisors
Minnesota
$25M -$758K -35,670 -3%
Osaic Holdings
42
Osaic Holdings
Arizona
$24.3M -$16.6M -783,081 -42%
PS
43
Planned Solutions
California
$23.1M +$142K +6,684 +0.7%
Corient Private Wealth
44
Corient Private Wealth
Florida
$22.4M +$718K +33,783 +4%
Mariner
45
Mariner
Kansas
$22.3M +$6.66M +313,128 +46%
KAS
46
Kestra Advisory Services
Texas
$22.3M +$2.4M +112,935 +13%
GC
47
Gratus Capital
Georgia
$21.5M +$18.1M +851,808 +807%
WTA
48
Washington Trust Advisors
Massachusetts
$19.7M -$265K -12,456 -1%
SFS
49
Solitude Financial Services
Virginia
$19.6M +$17.2M +807,051 +1,212%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$19.1M +$627K +29,496 +4%