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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Clearstead Advisors
Ohio
$132K -$217K -7,640 -62%
SAM
652
Smartleaf Asset Management
Massachusetts
$128K -$44.9K -1,586 -25%
AWM
653
Activest Wealth Management
Florida
$117K +$737 +26 +0.6%
TLA
654
Tanglewood Legacy Advisors
Texas
$116K – – –
RIL
655
Rothschild Investment LLC
Illinois
$111K -$102K -3,588 -47%
IF
656
Integrity Financial
Wyoming
$111K +$113K +3,987 New
AT
657
Arlington Trust
Alabama
$108K – – –
PWMA
658
Pension & Wealth Management Advisors
Massachusetts
$104K +$425 +15 +0.4%
SWM
659
SHP Wealth Management
Massachusetts
$103K +$104K +3,684 New
RWM
660
RMG Wealth Management
Wisconsin
$102K +$95.5K +3,369 New
KCM
661
Key Capital Management
Tennessee
$94.5K +$8.42K +297 +10%
ATC
662
Adirondack Trust Company
New York
$94.3K -$5.24K -185 -5%
FC
663
Fairscale Capital
New Hampshire
$94K +$95.6K +3,375 New
HIA
664
Harbor Investment Advisory
Maryland
$93.6K – – –
BW
665
Basepoint Wealth
Iowa
$86.5K +$88K +3,105 +155,250%
TFG
666
Team Financial Group
California
$83.4K +$368 +13 +0.4%
FCT
667
First Community Trust
Iowa
$83K – – –
T
668
Tidemark
California
$81.1K +$227 +8 +0.3%
POIA
669
Pin Oak Investment Advisors
Texas
$81K – – –
SFC
670
SYM Financial Corp
Indiana
$80.5K – – –
AAG
671
Armstrong Advisory Group
Massachusetts
$77.2K – – –
MB
672
MidFirst Bank
Oklahoma
$74.1K – – –
HI
673
Hoey Investments
Pennsylvania
$73.6K +$1.61K +57 +2%
WP
674
WealthShield Partners
North Carolina
$70.9K – – –
CH
675
CDKV Holdings
Colorado
$66.1K – – –
25 26
27
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