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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$6.9M +$98.3K +4,224 +2%
CFO
127
Collective Family Office
Pennsylvania
$6.7M +$1.19M +51,174 +23%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.56M -$1.42M -60,820 -19%
FM
129
Foster & Motley
Ohio
$6.53M +$38.1K +1,638 +0.6%
IA
130
Integrity Alliance
Iowa
$6.48M +$12.2K +526 +0.2%
JAG
131
Journey Advisory Group
Kentucky
$6.41M -$211K -9,083 -3%
DC
132
Darrow Company
Massachusetts
$6.26M +$154K +6,603 +3%
VP
133
Verum Partners
North Carolina
$6.23M -$420K -18,031 -7%
RTL
134
Red Tortoise LLC
Georgia
$6.07M +$180K +7,731 +3%
ACS
135
Archford Capital Strategies
Illinois
$6.06M +$1.75M +75,244 +44%
CAM
136
Cidel Asset Management
Ontario, Canada
$5.66M -$779K -33,464 -13%
MPW
137
Magnolia Private Wealth
Pennsylvania
$5.49M -$788K -33,888 -13%
AC
138
Avant Capital
Louisiana
$5.43M +$47.5K +2,041 +0.9%
CL
139
COWA LLC
Oklahoma
$5.38M +$563K +24,194 +12%
WWA
140
Wingate Wealth Advisors
Massachusetts
$5.15M +$1.8M +77,430 +58%
EWA
141
EQ Wealth Advisors
Texas
$5M +$3.96M +170,352 +511%
BEAM
142
Baker Ellis Asset Management
Washington
$4.84M +$203K +8,726 +5%
QCM
143
Quantinno Capital Management
New York
$4.8M +$253K +10,877 +6%
BFA
144
Blueprint Financial Advisors
North Carolina
$4.74M +$4.49M +193,109 New
DSA
145
Droms Strauss Advisors
Missouri
$4.67M -$53.4K -2,295 -1%
SF
146
Synovus Financial
Georgia
$4.66M +$872K +37,491 +25%
EWA
147
Exencial Wealth Advisors
Oklahoma
$4.65M +$4.07K +175 +0.1%
CFO
148
CVA Family Office
Colorado
$4.64M -$164K -7,033 -4%
AWE
149
Avidian Wealth Enterprises
Texas
$4.58M -$460K -19,779 -10%
BAWC
150
Boyce & Associates Wealth Consulting
Texas
$4.47M +$3.94M +169,249 +1,358%