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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
101
LBMC Investment Advisors
Tennessee
$1.01M -$36.8K -2,037 -4%
FSWA
102
Financial Synergies Wealth Advisors
Texas
$957K -$29.5K -1,632 -3%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$949K -$190K -10,500 -17%
FWP
104
FAS Wealth Partners
Kansas
$936K -$62K -3,426 -6%
FVWA
105
Foster Victor Wealth Advisors
South Carolina
$916K -$53.2K -2,943 -6%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$885K +$160K +8,850 +22%
AP
107
Adero Partners
California
$883K -$58.9K -3,258 -6%
BWM
108
BCS Wealth Management
Tennessee
$834K +$18.6K +1,026 +2%
UCFA
109
United Capital Financial Advisors
Texas
$806K +$38.8K +2,145 +5%
Wells Fargo
110
Wells Fargo
California
$794K +$364K +20,109 +86%
APSP
111
Asset Planning Services (Pennsylvania)
Pennsylvania
$792K +$29.5K +1,629 +4%
SSC
112
Syverson Strege & Co
Iowa
$778K +$271 +15 +0%
Deutsche Bank
113
Deutsche Bank
Germany
$743K -$51.3K -2,838 -7%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$670K -$75.8K -4,194 -10%
SC
115
Savant Capital
Illinois
$657K -$25.9K -1,434 -4%
SCA
116
Snowden Capital Advisors
New York
$654K -$2.05M -113,328 -76%
SWM
117
Southern Wealth Management
Texas
$648K +$317K +17,538 +100%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$634K +$408K +22,581 +185%
BWM
119
Birchcreek Wealth Management
Ohio
$615K +$89.3K +4,941 +17%
EWM
120
Empirical Wealth Management
Washington
$610K +$182K +10,047 +43%
CW
121
CreativeOne Wealth
Kansas
$601K +$42.2K +2,331 +8%
CBFP
122
Cedar Brook Financial Partners
Ohio
$583K +$4.5K +249 +0.8%
AP
123
Appleton Partners
Massachusetts
$578K +$10K +555 +2%
CAC
124
Certified Advisory Corp
Florida
$552K +$209K +11,568 +62%
Jane Street
125
Jane Street
New York
$542K +$538K +29,739 New