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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$71K -$30K -2,412 -30%
KJWM
102
Kiley Juergens Wealth Management
Washington
$67K +$67.6K +5,430 New
MFW
103
Mosaic Family Wealth
Missouri
$66K – – –
PFA
104
Pathway Financial Advisors
Vermont
$65K +$9.67K +777 +17%
PMFA
105
Plante Moran Financial Advisors
Michigan
$64K -$31.7K -2,550 -33%
SFSIG
106
San Francisco Sentry Investment Group
California
$64K +$4.85K +390 +8%
CFC
107
Coyle Financial Counsel
Illinois
$61K +$61.1K +4,908 New
WC
108
Whitney & Co
New York
$53K – – –
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$52K +$52.3K +4,203 New
BlackRock
110
BlackRock
New York
$42K +$5.9K +474 +16%
ADL
111
Asset Dedication LLC
California
$41K – – –
CPIG
112
Chicago Partners Investment Group
Illinois
$37K – – –
ME
113
McIlrath & Eck
Washington
$36K – – –
SWM
114
SeaCrest Wealth Management
New York
$31K -$11.1K -894 -27%
RFC
115
Regions Financial Corp
Alabama
$28K – – –
BFC
116
Bedel Financial Consulting
Indiana
$26K – – –
William Blair & Company
117
William Blair & Company
Illinois
$18K +$2.8K +225 +19%
Deutsche Bank
118
Deutsche Bank
Germany
$17K -$34.6K -2,781 -68%
SPIA
119
Steward Partners Investment Advisory
New York
$15K – – –
TIM
120
Tortoise Investment Management
New York
$12K +$12.5K +1,002 New
SBL
121
Sargent Bickham Lagudis
Colorado
$11K -$46.9K -3,768 -81%
BWM
122
BerganKDV Wealth Management
Minnesota
$11K +$10.8K +864 New
JCM
123
Jacobi Capital Management
Pennsylvania
$11K +$11.1K +888 New
KFA
124
Kabarec Financial Advisors
Illinois
$8K – – –
KCPG
125
Kavar Capital Partners Group
Kansas
$8K – – –