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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
801
Diversify Advisory Services
Utah
– -$242K -8,574 Closed
GIA
802
Gladstone Institutional Advisory
Florida
– -$223K -8,191 Closed
Fisher Asset Management
803
Fisher Asset Management
Washington
– -$221K -8,121 Closed
EFG
804
Ethos Financial Group
Pennsylvania
– -$210K -7,726 Closed
OCA
805
OpenArc Corporate Advisory
Georgia
– -$201K -7,392 Closed
CIAS
806
CBIZ Investment Advisory Services
Ohio
– -$119K -4,362 Closed
NL
807
Navalign LLC
California
– -$77.1K -2,835 Closed
SAG
808
SageView Advisory Group
California
– -$45.3K -1,664 Closed
RG
809
RHL Group
Michigan
– -$40.8K -1,500 Closed
KBFS
810
Kohmann Bosshard Financial Services
Ohio
– -$39K -1,434 Closed
FIM
811
FWL Investment Management
Texas
– -$37.7K -1,384 Closed
CIA
812
Cape Investment Advisory
Georgia
– -$31.2K -1,145 Closed
WWM
813
Woodside Wealth Management
Massachusetts
– -$30.1K -1,106 Closed
RMC
814
Resources Management Corp
Connecticut
– -$27K -995 Closed
HA
815
Heartland Advisors
Wisconsin
– -$25.1K -921 Closed
OC
816
Optima Capital
Oregon
– -$16.2K -594 Closed
OA
817
Operose Advisors
Wisconsin
– -$16K -589 Closed
AIA
818
Armor Investment Advisors
North Carolina
– -$12K -440 Closed
CFS
819
CGC Financial Services
Oregon
– -$11.8K -432 Closed
IRC
820
Investors Research Corp
Georgia
– -$11.6K -426 Closed
CTC
821
Central Trust Company
Missouri
– -$9.47K -348 Closed
EWA
822
EverSource Wealth Advisors
Alabama
– -$8.16K -300 Closed
GWM
823
Greenline Wealth Management
Florida
– -$7.84K -288 Closed
CP
824
Camelot Portfolios
Ohio
– -$6.15K -226 Closed
QC
825
Quent Capital
New York
– -$4.71K -173 Closed
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