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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$50.4M -$542K -23,294 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$50.3M +$3.78M +162,310 +9%
AA
28
Ashford Advisors
New York
$48.6M -$565K -24,267 -1%
Osaic Holdings
29
Osaic Holdings
Arizona
$45.8M -$11.2M -481,434 -20%
KHC
30
Koesten Hirschmann & Crabtree
Kansas
$45.4M +$1.08M +46,619 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$41.6M -$442K -19,007 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$41.5M +$2.42M +104,047 +7%
PC
33
Prairiewood Capital
North Dakota
$38.7M +$3.13M +134,440 +9%
CPG
34
Cornerstone Planning Group
New Jersey
$38.2M +$2.71M +116,372 +8%
KCPG
35
Kavar Capital Partners Group
Kansas
$36M +$437K +18,780 +1%
LRIA
36
Leonard Rickey Investment Advisors
Washington
$35.6M +$541K +23,236 +2%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$34.8M -$187K -8,041 -0.6%
Creative Planning
38
Creative Planning
Kansas
$33.2M -$1.5M -64,670 -5%
RCA
39
Resonant Capital Advisors
Wisconsin
$32.4M +$1.42M +61,094 +5%
BAM
40
Belpointe Asset Management
Nevada
$30.5M -$636K -27,350 -2%
FCA
41
Fortis Capital Advisors
Kansas
$30.5M -$636K -27,350 -2%
PWM
42
PTM Wealth Management
United States
$30.4M +$1.22M +52,274 +5%
TWM
43
Tanglewood Wealth Management
Texas
$30.1M -$176K -7,581 -0.6%
Mariner
44
Mariner
Kansas
$27.2M +$1.38M +59,372 +6%
PS
45
Planned Solutions
California
$26.1M -$117K -5,035 -0.5%
OFG
46
Oxford Financial Group
Indiana
$26M -$1M -43,164 -4%
HTC
47
Haverford Trust Company
Pennsylvania
$24.1M -$63K -2,708 -0.3%
GVAG
48
Great Valley Advisor Group
Delaware
$23.7M +$5.98M +256,858 +36%
SFS
49
Solitude Financial Services
Virginia
$23.5M +$1.12M +48,223 +5%
AWM
50
Allen Wealth Management
North Carolina
$23.4M -$182K -7,841 -0.8%