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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
$43M +$1.16M +48,025 +3%
KHC
27
Koesten Hirschmann & Crabtree
Kansas
$41.8M +$1.23M +50,919 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$41.7M +$7.82M +322,553 +22%
Osaic Holdings
29
Osaic Holdings
Arizona
$39.1M -$5.36M -221,065 -12%
TWM
30
Tanglewood Wealth Management
Texas
$36.6M -$5.34M -220,313 -12%
HighTower Advisors
31
HighTower Advisors
Illinois
$36.5M -$168K -6,938 -0.4%
CCMG
32
Clark Capital Management Group
Pennsylvania
$35.9M +$1.15M +47,244 +3%
CPG
33
Cornerstone Planning Group
New Jersey
$33.6M -$62.4M -2,572,157 -65%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$33.4M +$8.68M +357,783 +34%
KCPG
35
Kavar Capital Partners Group
Kansas
$33M +$1.87M +77,025 +6%
LRIA
36
Leonard Rickey Investment Advisors
Washington
$32.9M +$606K +24,991 +2%
AA
37
ALPS Advisors
Colorado
$32.8M -$1.66M -68,284 -5%
PC
38
Prairiewood Capital
North Dakota
$32.4M +$1.13M +46,784 +4%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$31.8M +$668K +27,530 +2%
Creative Planning
40
Creative Planning
Kansas
$31.5M +$206K +8,516 +0.6%
RCA
41
Resonant Capital Advisors
Wisconsin
$28.7M +$111K +4,570 +0.4%
KAS
42
Kestra Advisory Services
Texas
$27.8M -$5.51M -227,438 -16%
OFG
43
Oxford Financial Group
Indiana
$26.7M -$819K -33,775 -3%
PS
44
Planned Solutions
California
$24.7M +$216K +8,920 +0.9%
Mariner
45
Mariner
Kansas
$23.8M -$1.61M -66,428 -6%
Corient Private Wealth
46
Corient Private Wealth
Florida
$23.7M +$93.8K +3,869 +0.4%
CFA
47
Cahill Financial Advisors
Minnesota
$23.1M +$312K +12,847 +1%
SFS
48
Solitude Financial Services
Virginia
$22.4M +$1.01M +41,505 +5%
AWM
49
Allen Wealth Management
North Carolina
$22.4M +$174K +7,175 +0.8%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$21.9M +$1.14M +46,930 +5%