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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
601
Main Street Research
Connecticut
$266K – – –
JWCA
602
J.W. Cole Advisors
Florida
$265K +$257K +8,517 New
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$263K +$255K +8,462 New
SWM
604
SeaCrest Wealth Management
New York
$263K -$513 -17 -0.2%
FMI
605
Financial Management Inc
Arkansas
$261K +$966 +32 +0.4%
GC
606
Garde Capital
Washington
$259K – – –
RPGK
607
Retirement Planning Group (Kansas)
Kansas
$259K +$251K +8,319 New
HA
608
HC Advisors
Georgia
$258K – – –
APP
609
Avantax Planning Partners
Iowa
$257K +$249K +8,261 New
LWM
610
Luminvest Wealth Management
Arizona
$257K – – –
CCM
611
Condor Capital Management
New Jersey
$256K +$25.7K +851 +12%
AL
612
Aspiriant LLC
California
$255K – – –
W
613
WealthCollab
Washington
$254K – – –
DPI
614
Diversified Portfolios Inc
Michigan
$254K – – –
VPWA
615
Vestia Personal Wealth Advisors
Indiana
$254K +$7.46M +247,158 New
BC
616
Brio Consultants
California
$253K +$22.6K +748 +10%
KFAS
617
Keating Financial Advisory Services
Kansas
$252K +$5.1K +169 +2%
VA
618
VestGen Advisors
Illinois
$252K -$50.4K -1,669 -17%
ONB
619
Old National Bancorp
Indiana
$251K -$33.8M -1,119,340 -99%
WA
620
Wealth Architects
California
$250K +$243K +8,047 New
LNWTC
621
Laird Norton Wetherby Trust Company
Washington
$249K – – –
KF
622
Ketron Financial
California
$249K +$242K +8,005 New
KA
623
Klingman & Associates
New York
$249K – – –
MFIM
624
Mesirow Financial Investment Management
Illinois
$248K – – –
NG
625
Norden Group
Utah
$247K +$936 +31 +0.4%
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25
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