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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Novare Capital Management
North Carolina
$399K +$55.8K +4,290 +17%
EWM
77
Empirical Wealth Management
Washington
$380K -$235K -18,048 -39%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$366K +$360K +27,708 New
Mariner
79
Mariner
Kansas
$363K +$62.7K +4,827 +21%
BC
80
Burleson & Co
California
$352K -$1.09K -84 -0.3%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$323K +$42.9K +3,300 +16%
SB
82
Suntrust Banks
Georgia
$323K
BC
83
Bartlett & Co
Ohio
$323K +$42.9K +3,300 +16%
WTB
84
Washington Trust Bank
Washington
$304K -$298K -22,956 -50%
EAM
85
Evanson Asset Management
California
$293K
Fisher Asset Management
86
Fisher Asset Management
Washington
$278K +$273K +21,018 New
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$272K +$5.77K +444 +2%
VFA
88
Valeo Financial Advisors
Indiana
$258K
BMM
89
Berkshire Money Management
Massachusetts
$250K +$245K +18,885 New
AL
90
Aspiriant LLC
California
$245K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$242K +$58.4K +4,494 +33%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$230K -$226K -17,400 Closed
DACG
93
Donor Advised Charitable Giving
California
$203K +$199K +15,339 New
LCP
94
Legacy Capital Partners
Wisconsin
$200K +$197K +15,147 New
DWM
95
Destination Wealth Management
California
$159K +$11.3K +873 +8%
JP Morgan Chase
96
JP Morgan Chase
New York
$156K +$154K +11,859 New
BWA
97
Burt Wealth Advisors
Maryland
$140K +$137K +10,575 New
VIA
98
Vantage Investment Advisors
Pennsylvania
$135K -$3.82K -294 -3%
TRCT
99
Tower Research Capital (TRC)
New York
$124K -$647K -49,782 -84%
FHA
100
First Horizon Advisors
Tennessee
$123K -$14.6K -1,125 -11%