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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
151
JP Morgan Chase
New York
$32K
BFC
152
Bedel Financial Consulting
Indiana
$28K
ADL
153
Asset Dedication LLC
California
$25K -$17.9K -1,374 -42%
Citigroup
154
Citigroup
New York
$24K
IA
155
IFP Advisors
Florida
$22K +$21.9K +1,680 New
MA
156
MUFG Americas
New York
$21K
SPIA
157
Steward Partners Investment Advisory
New York
$16K
TIM
158
Tortoise Investment Management
New York
$13K
KC
159
Knuff & Co
California
$12K
MA
160
MCF Advisors
Kentucky
$12K
Deutsche Bank
161
Deutsche Bank
Germany
$10K +$10.6K +810 New
HPC
162
HM Payson & Co
Maine
$8K
GI
163
Gradient Investments
Minnesota
$8K +$7.94K +609 New
1NWS
164
1 North Wealth Services
Maryland
$6K +$5.48K +420 New
BCM
165
Blume Capital Management
California
$5K
JWA
166
JFS Wealth Advisors
Pennsylvania
$5K +$4.5K +345 New
APA
167
American Portfolios Advisors
New York
$4.19K -$46.7K -3,585 -92%
FMP
168
Financial Management Professionals
Texas
$3K
GEA
169
Glen Eagle Advisors
New Jersey
$2.45K
BAMG
170
Brand Asset Management Group
Missouri
$2K
IBOK
171
Independence Bank of Kentucky
Kentucky
$2K
TFGT
172
TS Financial Group (TSFG)
Illinois
$2K
ASN
173
Advisory Services Network
Georgia
$1K
AF
174
Allworth Financial
California
$1K
TWA
175
TCI Wealth Advisors
Arizona
$1K