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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$251K +$17.1K +1,536 +7%
Morgan Stanley
52
Morgan Stanley
New York
$221K -$216K -19,356 -50%
ADL
53
Asset Dedication LLC
California
$161K
SBL
54
Sargent Bickham Lagudis
Colorado
$139K
Creative Planning
55
Creative Planning
Kansas
$136K +$22.8K +2,043 +20%
TRCT
56
Tower Research Capital (TRC)
New York
$111K -$1.34M -119,979 -92%
US Bancorp
57
US Bancorp
Minnesota
$102K +$903 +81 +0.9%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$95K +$7.53K +675 +9%
OAJ
59
Ogorek Anthony Joseph
New York
$87K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$66K
BC
61
Bartlett & Co
Ohio
$60K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$54K +$39.7K +3,564 +290%
AF
63
Allworth Financial
California
$45K +$44.6K +3,999 New
BWM
64
Baystate Wealth Management
Massachusetts
$34K +$34.1K +3,060 New
TCM
65
Tradewinds Capital Management
Washington
$23K
BlackRock
66
BlackRock
New York
$20K +$903 +81 +5%
IWM
67
IHT Wealth Management
Illinois
$17K -$769 -69 -4%
VIA
68
Vantage Investment Advisors
Pennsylvania
$16K +$7.32K +657 +90%
SPIA
69
Steward Partners Investment Advisory
New York
$9K +$9.53K +855 New
IF
70
Ironwood Financial
Arizona
$7K
BCM
71
Blume Capital Management
California
$5K +$5.05K +453 New
First Manhattan
72
First Manhattan
New York
$4K +$4.65K +417 New
IA
73
IFP Advisors
Florida
$3K
SHJ
74
Sharkey, Howes & Javer
Colorado
$2K -$158K -14,178 -99%
SEI Investments
75
SEI Investments
Pennsylvania
$2K +$2.01K +180 New