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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
151
Lido Advisors
California
$258K -$4.94K -303 -2%
AWM
152
AE Wealth Management
Kansas
$252K +$238K +14,604 New
BEAM
153
Baker Ellis Asset Management
Washington
$248K
CPIG
154
Chicago Partners Investment Group
Illinois
$248K
JLBC
155
J.L. Bainbridge & Co
Florida
$246K -$4.89K -300 -2%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$243K
PCMK
157
Paragon Capital Management (Kansas)
Kansas
$243K +$223K +13,710 New
KIC
158
Kensington Investment Counsel
California
$240K +$227K +13,941 New
EWA
159
EP Wealth Advisors
California
$240K +$227K +13,947 New
KIA
160
KCM Investment Advisors
California
$236K
BO
161
BRR OpCo
Ohio
$236K +$224K +13,725 New
WFA
162
Wellspring Financial Advisors
Ohio
$233K -$7.63K -468 -2%
RC
163
Randolph Company
Ohio
$233K
CCM
164
Chilton Capital Management
Texas
$231K -$25.4K -1,560 -10%
Northern Trust
165
Northern Trust
Illinois
$231K +$219K +13,428 New
ACA
166
Ackerman Capital Advisors
Texas
$230K -$1.08K -66 -0.5%
GW
167
GW & Wade
Massachusetts
$229K +$217K +13,284 New
TYCC
168
Texas Yale Capital Corp
Florida
$227K +$215K +13,200 New
CA
169
Calton & Associates
Florida
$226K -$34.1K -2,091 -14%
SFG
170
SNS Financial Group
Minnesota
$223K +$211K +12,966 New
DFA
171
DHJJ Financial Advisors
Illinois
$223K +$214K +13,110 New
LGWM
172
Litman Gregory Wealth Management
California
$221K +$20K +1,224 +11%
JMPWA
173
JP Morgan Private Wealth Advisors
California
$210K +$199K +12,180 New
PA
174
Pinnacle Associates
New York
$207K +$196K +12,015 New
AA
175
Aufman Associates
Pennsylvania
$207K +$196K +12,045 New