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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
626
Summit Financial
New Jersey
$245K -$1.12K -37 -0.5%
HNWAG
627
High Net Worth Advisory Group
Florida
$244K – – –
JC
628
JB Capital
Connecticut
$242K +$15.3K +508 +7%
AA
629
Advisory Alpha
Michigan
$241K -$29.5K -979 -11%
BF
630
Brooklyn FI
New York
$239K +$228K +7,571 New
ACA
631
Affinity Capital Advisors
California
$239K -$190K -6,289 -45%
SIM
632
Stratos Investment Management
Ohio
$239K – – –
FRA
633
Frank Rimerman Advisors
California
$239K – – –
GKWIM
634
Gerber Kawasaki Wealth & Investment Management
California
$238K +$12.1K +400 +6%
PAM
635
Palisade Asset Management
Minnesota
$237K – – –
VBCG
636
Valley Brook Capital Group
Pennsylvania
$236K – – –
FF
637
Foundry Financial
California
$234K – – –
CD
638
Chapin Davis
Maryland
$233K – – –
FHC
639
First Heartland Consultants
Missouri
$233K +$226K +7,494 New
FFA
640
Fragasso Financial Advisors
Pennsylvania
$231K – – –
AIC
641
Archer Investment Corporation
Indiana
$230K +$845 +28 +0.4%
OWA
642
Oak Wealth Advisors
Illinois
$228K -$14.6K -485 -6%
AWA
643
Arkadios Wealth Advisors
Georgia
$227K -$109K -3,620 -33%
TPA
644
Trivium Point Advisory
Connecticut
$227K -$10.6K -350 -5%
APG
645
Abacus Planning Group
South Carolina
$227K – – –
FC
646
Farringdon Capital
United Kingdom
$224K +$217K +7,200 New
GAB
647
German American Bancorp
Indiana
$222K +$215K +7,137 New
MA
648
MONECO Advisors
Connecticut
$221K +$215K +7,119 New
GWP
649
Gateway Wealth Partners
Wisconsin
$221K +$214K +7,100 New
GIM
650
Goelzer Investment Management
Indiana
$219K +$213K +7,050 New
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