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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
626
Indivisible Partners
Florida
$247K -$58.2K -1,928 -20%
PCMC
627
Paragon Capital Management (Colorado)
Colorado
$246K -$151K -5,000 -39%
SF
628
Summit Financial
New Jersey
$245K -$1.12K -37 -0.5%
HNWAG
629
High Net Worth Advisory Group
Florida
$244K – – –
JC
630
JB Capital
Connecticut
$242K +$15.3K +508 +7%
AA
631
Advisory Alpha
Michigan
$241K -$29.5K -979 -11%
AFP
632
Advus Financial Partners
Florida
$240K – – –
BF
633
Brooklyn FI
New York
$239K +$228K +7,571 New
ACA
634
Affinity Capital Advisors
California
$239K -$190K -6,289 -45%
SIM
635
Stratos Investment Management
Ohio
$239K – – –
FRA
636
Frank Rimerman Advisors
California
$239K – – –
GKWIM
637
Gerber Kawasaki Wealth & Investment Management
California
$238K +$12.1K +400 +6%
PAM
638
Palisade Asset Management
Minnesota
$237K – – –
VBCG
639
Valley Brook Capital Group
Pennsylvania
$236K – – –
FF
640
Foundry Financial
California
$234K – – –
CD
641
Chapin Davis
Maryland
$233K – – –
FHC
642
First Heartland Consultants
Missouri
$233K +$226K +7,494 New
FFA
643
Fragasso Financial Advisors
Pennsylvania
$231K – – –
PGFG
644
Pine Grove Financial Group
Minnesota
$231K +$224K +7,424 New
AIC
645
Archer Investment Corporation
Indiana
$230K +$845 +28 +0.4%
OWA
646
Oak Wealth Advisors
Illinois
$228K -$14.6K -485 -6%
AWA
647
Arkadios Wealth Advisors
Georgia
$227K -$109K -3,620 -33%
TPA
648
Trivium Point Advisory
Connecticut
$227K -$10.6K -350 -5%
APG
649
Abacus Planning Group
South Carolina
$227K – – –
FC
650
Farringdon Capital
United Kingdom
$224K +$217K +7,200 New
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