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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$2.86M +$220K +11,970 +8%
LIM
102
Leavell Investment Management
Alabama
$2.85M +$50.4K +2,745 +2%
JBA
103
Johnson Bixby & Associates
Washington
$2.73M +$375K +20,460 +16%
FC
104
FCA Corp
Texas
$2.68M +$22.6K +1,233 +0.8%
WANY
105
Wealthspire Advisors (New York)
New York
$2.64M +$230K +12,534 +10%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$2.6M -$57.2K -3,120 -2%
Wells Fargo
107
Wells Fargo
California
$2.59M -$14.5K -792 -0.6%
JWM
108
Janiczek Wealth Management
Colorado
$2.58M +$824K +44,910 +47%
AWM
109
AE Wealth Management
Kansas
$2.5M +$230K +12,522 +10%
RJA
110
Raymond James & Associates
Florida
$2.5M -$648K -35,292 -21%
LAM
111
Lakewood Asset Management
Illinois
$2.47M +$115K +6,249 +5%
CL
112
COWA LLC
Oklahoma
$2.41M -$2.1M -114,699 -47%
GFP
113
Guardian Financial Partners
California
$2.31M -$5.23K -285 -0.2%
Truist Financial
114
Truist Financial
North Carolina
$2.28M -$52.8K -2,877 -2%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$2.27M +$354K +19,317 +20%
CA
116
Cambridge Advisors
Nebraska
$2.23M +$11.2K +609 +0.5%
YWM
117
Yoder Wealth Management
California
$2.17M +$2.18M +118,677 New
QCG
118
Quadrant Capital Group
Ohio
$2.16M -$272K -14,850 -11%
SCM
119
Sebold Capital Management
Illinois
$2.14M -$12.8K -696 -0.6%
APW
120
Austin Private Wealth
Texas
$2.08M -$12.6K -684 -0.6%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$2.07M -$338K -18,411 -14%
VNA
122
Valley National Advisers
Pennsylvania
$2.04M -$466K -25,410 -19%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$1.99M +$661K +36,036 +50%
PWM
124
Perigon Wealth Management
California
$1.97M -$316K -17,226 -14%
FFWA
125
FRG Family Wealth Advisors
Washington
$1.97M +$271K +14,775 +16%