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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
126
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$12.3M +$8.11M +268,851 +211%
AIM
127
Alhambra Investment Management
Florida
$12.3M -$1.05M -34,915 -8%
CFO
128
Collective Family Office
Pennsylvania
$12.2M +$836K +27,714 +8%
LFA
129
Legend Financial Advisors
Pennsylvania
$11.8M -$71.9K -2,381 -0.6%
BVP
130
Bristlecone Value Partners
California
$11.6M -$103K -3,416 -0.9%
LTL
131
Lowery Thomas LLC
California
$11.5M -$221K -7,319 -2%
AT
132
American Trust
Kentucky
$11.1M -$699K -23,155 -6%
MIA
133
Milestone Investment Advisors
Wisconsin
$11M +$175K +5,805 +2%
BGAI
134
Bruce G. Allen Investments
Colorado
$11M +$61.8K +2,049 +0.6%
OIA
135
OneDigital Investment Advisors
Kansas
$10.8M -$104K -3,435 -1%
AFA
136
Arlington Financial Advisors
California
$10.8M -$156K -5,178 -1%
KAS
137
Kestra Advisory Services
Texas
$10.7M -$489K -16,215 -5%
BCG
138
Breakwater Capital Group
New Jersey
$10.1M +$521K +17,257 +6%
AG
139
AlTi Global
New York
$10.1M -$177K -5,863 -2%
FM
140
Foster & Motley
Ohio
$10M +$99.6K +3,301 +1%
JP Morgan Chase
141
JP Morgan Chase
New York
$9.9M +$141K +4,675 +1%
GFP
142
Guardian Financial Partners
California
$9.74M -$106K -3,521 -1%
GHI
143
Gross & Hartman Investments
Pennsylvania
$9.53M +$165K +5,483 +2%
Goldman Sachs
144
Goldman Sachs
New York
$9.53M +$8.89M +294,664 +2,503%
RF
145
RHS Financial
California
$9.27M -$904K -29,941 -9%
DC
146
Darrow Company
Massachusetts
$9.15M +$36.7K +1,216 +0.4%
PC
147
Payne Capital
Oregon
$9M +$3.26M +108,077 +60%
QWM
148
Quadcap Wealth Management
Texas
$8.9M -$370K -12,255 -4%
WWA
149
Wingate Wealth Advisors
Massachusetts
$8.78M +$267K +8,850 +3%
IIM
150
IFC & Insurance Marketing
California
$8.76M +$508K +16,832 +6%