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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIP
101
Sellwood Investment Partners
Oregon
$17.3M -$1.53M -50,856 -8%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$17.3M +$1.18M +39,059 +8%
WF
103
Williams Financial
Vermont
$17.2M +$659K +21,826 +4%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$16.9M +$2.89M +95,778 +21%
SC
105
Savant Capital
Illinois
$16.5M +$11M +365,538 +206%
Two Sigma Investments
106
Two Sigma Investments
New York
$16.3M +$15.9M +525,500 New
AFS
107
Access Financial Services
Minnesota
$15.7M +$294K +9,749 +2%
EWP
108
Equity Wealth Partners
Missouri
$15M +$867K +28,744 +6%
SL
109
Systelligence LLC
Minnesota
$14.2M +$1.25M +41,393 +10%
NHC
110
Nicholas Hoffman & Company
Georgia
$14.2M +$168K +5,580 +1%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$14.1M +$1.81M +59,979 +15%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$13.8M +$4.16M +137,981 +46%
MFG
113
Merit Financial Group
Georgia
$13.5M -$9.58M -317,520 -42%
CPCP
114
Cedar Point Capital Partners
Iowa
$13.2M +$360K +11,935 +3%
LIM
115
Leavell Investment Management
Alabama
$13.1M +$1.22M +40,301 +11%
SFP
116
Sterling Financial Planning
New Jersey
$13M -$178K -5,912 -1%
ACS
117
Archford Capital Strategies
Illinois
$12.9M +$263K +8,705 +2%
TWM
118
Timmons Wealth Management
Massachusetts
$12.8M -$346K -11,457 -3%
JESC
119
J.E. Simmons & Co
Texas
$12.7M -$222K -7,361 -2%
AIA
120
Arcadia Investment Advisors
Idaho
$12.7M +$441K +14,617 +4%
PCA
121
Pallas Capital Advisors
Massachusetts
$12.7M -$32.2K -1,066 -0.3%
PAS
122
Park Avenue Securities
New York
$12.6M +$807K +26,754 +7%
NMCM
123
Nicholson Meyer Capital Management
Missouri
$12.5M -$503K -16,675 -4%
LAM
124
Lakewood Asset Management
Illinois
$12.4M +$817K +27,077 +7%
KNFPWM
125
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$12.3M +$8.11M +268,851 +211%