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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
601
Laird Norton Wetherby Trust Company
Washington
$223K – – –
KA
602
Klingman & Associates
New York
$223K – – –
BC
603
Brio Consultants
California
$223K +$209K +7,377 New
MFIM
604
Mesirow Financial Investment Management
Illinois
$222K – – –
ADL
605
Asset Dedication LLC
California
$221K -$37.2K -1,311 -14%
KFAS
606
Keating Financial Advisory Services
Kansas
$221K +$114K +4,011 +102%
EWA
607
Elevate Wealth Advisory
Georgia
$221K – – –
NG
608
Norden Group
Utah
$221K +$907 +32 +0.4%
SF
609
Summit Financial
New Jersey
$220K +$224K +7,903 New
LWM
610
Lyell Wealth Management
California
$220K +$224K +7,888 New
HNWAG
611
High Net Worth Advisory Group
Florida
$218K – – –
CKAIS
612
Christensen King & Associates Investment Services
Washington
$218K +$793 +28 +0.4%
OWA
613
Oak Wealth Advisors
Illinois
$218K – – –
SWA
614
Strategies Wealth Advisors
Michigan
$215K +$425 +15 +0.2%
SIM
615
Stratos Investment Management
Ohio
$214K – – –
FRA
616
Frank Rimerman Advisors
California
$214K – – –
TPA
617
Trivium Point Advisory
Connecticut
$213K -$20.9K -738 -9%
PAM
618
Palisade Asset Management
Minnesota
$212K – – –
VBCG
619
Valley Brook Capital Group
Pennsylvania
$211K – – –
SF
620
SeedSafe Financial
Texas
$211K +$215K +7,575 New
HNW
621
High Note Wealth
Minnesota
$210K – – –
FF
622
Foundry Financial
California
$209K +$213K +7,510 New
FFA
623
Fragasso Financial Advisors
Pennsylvania
$209K – – –
CD
624
Chapin Davis
Maryland
$209K – – –
WS
625
Wedbush Securities
California
$208K -$96K -3,387 -31%
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