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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
SHP Wealth Management
Massachusetts
$115K – – –
CIA
702
Cape Investment Advisory
Georgia
$111K +$107K +3,555 New
ATC
703
Adirondack Trust Company
New York
$105K – – –
FC
704
Fairscale Capital
New Hampshire
$105K – – –
HIA
705
Harbor Investment Advisory
Maryland
$104K – – –
PB
706
Pinnacle Bancorp
Nebraska
$103K +$43.9K +1,454 +78%
KCM
707
Key Capital Management
Tennessee
$96.3K -$8.96K -297 -9%
FCT
708
First Community Trust
Iowa
$92.6K – – –
POIA
709
Pin Oak Investment Advisors
Texas
$91K – – –
T
710
Tidemark
California
$90.8K +$211 +7 +0.2%
SFC
711
SYM Financial Corp
Indiana
$89.8K – – –
AAG
712
Armstrong Advisory Group
Massachusetts
$86.2K – – –
MB
713
MidFirst Bank
Oklahoma
$82.8K – – –
HI
714
Hoey Investments
Pennsylvania
$80.4K -$1.72K -57 -2%
WP
715
WealthShield Partners
North Carolina
$80.4K +$1.18K +39 +2%
CIAS
716
Capital Investment Advisory Services
North Carolina
$79.5K +$10.1K +333 +15%
CH
717
CDKV Holdings
Colorado
$73.8K – – –
HFS
718
Hantz Financial Services
Michigan
$72K +$18.1K +599 +35%
UB
719
UMB Bank
Missouri
$71.1K – – –
JFA
720
JNBA Financial Advisors
Minnesota
$70.8K – – –
SIC
721
SJS Investment Consulting
Ohio
$70.2K -$1.63K -54 -2%
BAM
722
Bellevue Asset Management
Washington
$70.1K +$181 +6 +0.3%
PP
723
PFS Partners
New Jersey
$69.4K – – –
PIA
724
Powell Investment Advisors
Florida
$68.9K +$66.9K +2,217 New
MSWA
725
Marshall & Sterling Wealth Advisors
New York
$65.3K +$241 +8 +0.4%
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