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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$34M -$4.97M -164,717 -13%
Raymond James Financial
52
Raymond James Financial
Florida
$33M +$11.3M +373,266 +54%
PS
53
Planned Solutions
California
$32.2M -$283K -9,365 -0.9%
RCM
54
Richardson Capital Management
Wisconsin
$32.1M +$767K +25,428 +3%
EWA
55
EP Wealth Advisors
California
$31.4M +$14.2M +470,896 +87%
AWM
56
Allen Wealth Management
North Carolina
$31.3M +$1.32M +43,737 +5%
BM
57
Berman McAleer
Maryland
$30.7M -$54.7K -1,812 -0.2%
CAC
58
Certified Advisory Corp
Florida
$30.5M +$2.94M +97,542 +11%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$29.9M +$8.07M +267,462 +39%
MWP
60
Moller Wealth Partners
$29.8M -$72K -2,385 -0.2%
FSG
61
Financial Strategies Group
Michigan
$29.8M +$458K +15,190 +2%
TCM
62
TruNorth Capital Management
Michigan
$29.5M +$1.82M +60,357 +7%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$29.5M +$6.23M +206,352 +28%
SFS
64
Solitude Financial Services
Virginia
$29.4M +$299K +9,915 +1%
Corient Private Wealth
65
Corient Private Wealth
Florida
$28M -$3.08M -102,010 -10%
Kovitz Investment Group Partners
66
Kovitz Investment Group Partners
Illinois
$27.8M +$2.4M +79,685 +10%
PPW
67
Pasadena Private Wealth
California
$27M -$143K -4,731 -0.5%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$26.9M +$16.6M +549,038 +173%
HTC
69
Haverford Trust Company
Pennsylvania
$26.1M -$1.85M -61,412 -7%
BCWM
70
Bartlett & Co Wealth Management
Ohio
$26M -$1.18M -39,072 -4%
CPC
71
Consolidated Planning Corp
Georgia
$25.8M -$254K -8,410 -1%
QCM
72
Quantinno Capital Management
New York
$25.1M +$4.04M +133,742 +20%
FCM
73
Firestone Capital Management
Florida
$24.4M +$202K +6,700 +0.9%
AAP
74
Arax Advisory Partners
Colorado
$24.3M +$22.9M +758,898 +3,305%
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$24.2M +$12M +396,984 +104%