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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
576
Advocate Group
Minnesota
$292K – – –
WIC
577
Woodmont Investment Counsel
Tennessee
$288K – – –
MAS
578
Meeder Advisory Services
Ohio
$288K -$40.1K -1,328 -13%
MA
579
Mutual Advisors
Nebraska
$286K +$181 +6 +0.1%
JFGIW
580
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$284K -$4.53K -150 -2%
EGA
581
E&G Advisors
Texas
$284K – – –
RMF
582
Red Mountain Financial
Colorado
$281K +$273K +9,048 New
SQA
583
Simon Quick Advisors
New Jersey
$280K +$272K +9,016 New
IIA
584
Integrity Investment Advisors
Colorado
$278K +$1.03K +34 +0.4%
CFG
585
Citizens Financial Group
Rhode Island
$276K – – –
WG
586
Warner Group
Connecticut
$276K +$268K +8,866 New
RFC
587
Regions Financial Corp
Alabama
$275K -$183K -6,055 -41%
SWP
588
Sagespring Wealth Partners
Tennessee
$275K -$71.9K -2,384 -21%
RA
589
RFG Advisory
Alabama
$275K -$345K -11,418 -56%
TC
590
Trilogy Capital
California
$273K -$328K -10,863 -55%
CWM
591
Castle Wealth Management
Florida
$273K -$11.3K -375 -4%
CL
592
Choreo LLC
Illinois
$271K +$181 +6 +0.1%
JRSI
593
Jeter Robert S II
$270K – – –
AP
594
Americana Partners
Texas
$270K +$966 +32 +0.4%
AI
595
Accredited Investors
Minnesota
$269K +$261K +8,643 New
SC
596
SouthState Corp
Florida
$268K -$9.9K -328 -4%
NEPWA
597
New England Private Wealth Advisors
Massachusetts
$267K +$30 +1 +0%
CA
598
Calton & Associates
Florida
$266K – – –
MSR
599
Main Street Research
Connecticut
$266K – – –
JWCA
600
J.W. Cole Advisors
Florida
$265K +$257K +8,517 New
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