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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$102K +$48.6K +3,792 +95%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$98K +$75.9K +5,922 +388%
AG
128
Advisor Group
Arizona
$88K +$64.6K +5,040 +283%
FRA
129
Front Row Advisors
California
$83K +$4.04K +315 +5%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
SFSIG
131
San Francisco Sentry Investment Group
California
$67K – – –
SIAS
132
Shine Investment Advisory Services
Colorado
$63K – – –
AOWM
133
Alpha Omega Wealth Management
Virginia
$59K +$26.8K +2,094 +86%
PO
134
Private Ocean
California
$58K -$91.9K -7,176 -62%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$54K +$52.8K +4,122 New
BWM
136
Baystate Wealth Management
Massachusetts
$52K – – –
BlackRock
137
BlackRock
New York
$51K +$11.1K +870 +29%
APA
138
American Portfolios Advisors
New York
$50.9K +$50K +3,903 New
US Bancorp
139
US Bancorp
Minnesota
$50K -$7.42K -579 -13%
TFA
140
Transamerica Financial Advisors
Florida
$45K +$43.4K +3,390 New
ACA
141
Atlas Capital Advisors
Wyoming
$44.1K +$43.4K +3,384 New
ADL
142
Asset Dedication LLC
California
$43K – – –
ME
143
McIlrath & Eck
Washington
$41K – – –
William Blair & Company
144
William Blair & Company
Illinois
$38K -$356K -27,822 -90%
JPLA
145
Joseph P. Lucia & Associates
New York
$35K +$27.9K +2,175 +437%
JP Morgan Chase
146
JP Morgan Chase
New York
$31K +$7.92K +618 +35%
BFC
147
Bedel Financial Consulting
Indiana
$27K – – –
Citigroup
148
Citigroup
New York
$24K – – –
MA
149
MUFG Americas
New York
$21K – – –
VCM
150
Vigilant Capital Management
Maine
$17K -$12.8K -999 -43%