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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
676
Sprinkle Financial Consultants
Colorado
$203K +$197K +6,525 New
MCM
677
Morton Capital Management
California
$202K +$196K +6,503 New
BFA
678
Bragg Financial Advisors
North Carolina
$201K +$195K +6,450 New
BIAS
679
Beacon Investment Advisory Services
New Jersey
$200K – – –
GGI
680
Godsey & Gibb Inc
Virginia
$194K -$9.6K -318 -5%
BH
681
Burk Holdings
Oklahoma
$192K -$88.6K -2,936 -32%
GIA
682
GHP Investment Advisors
Colorado
$186K – – –
CJ
683
Caitlin John
Michigan
$185K – – –
ADL
684
Asset Dedication LLC
California
$183K -$62K -2,053 -26%
GWM
685
Geneos Wealth Management
Colorado
$181K – – –
GCP
686
Gill Capital Partners
Colorado
$181K -$4.98K -165 -3%
CF
687
Centaurus Financial
California
$180K +$7.79K +258 +5%
HNW
688
High Note Wealth
Minnesota
$173K -$60.1K -1,990 -26%
SWM
689
Spire Wealth Management
Virginia
$170K +$483 +16 +0.3%
BIM
690
Breakwater Investment Management
Washington
$168K – – –
FW
691
Fairway Wealth
Ohio
$153K – – –
BFPW
692
BOK Financial Private Wealth
Colorado
$151K – – –
SAM
693
Smartleaf Asset Management
Massachusetts
$146K – – –
CA
694
Clearstead Advisors
Ohio
$145K -$2.23K -74 -2%
AWM
695
Activest Wealth Management
Florida
$131K +$453 +15 +0.4%
TLA
696
Tanglewood Legacy Advisors
Texas
$129K – – –
RIL
697
Rothschild Investment LLC
Illinois
$125K +$905 +30 +0.8%
IF
698
Integrity Financial
Wyoming
$124K – – –
AT
699
Arlington Trust
Alabama
$121K – – –
PWMA
700
Pension & Wealth Management Advisors
Massachusetts
$116K +$423 +14 +0.4%
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