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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Laidlaw Wealth Management
New York
$1.02M +$166K +8,589 +20%
CAL
152
Capital Advisors Ltd
Ohio
$1.01M +$1.07M +55,377 +8,586%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$1M -$238K -12,324 -19%
MCM
154
MAI Capital Management
Ohio
$1M -$5.15K -267 -0.5%
BWM
155
BCS Wealth Management
Tennessee
$972K -$12.7K -657 -1%
FSWA
156
Financial Synergies Wealth Advisors
Texas
$966K +$10.9K +567 +1%
FFWA
157
FRG Family Wealth Advisors
Washington
$945K +$934K +48,450 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$894K +$4.74K +246 +0.5%
CAM
159
Concorde Asset Management
Michigan
$871K +$530K +27,477 +160%
OIA
160
OneDigital Investment Advisors
Kansas
$863K +$268K +13,890 +46%
UCFA
161
United Capital Financial Advisors
Texas
$858K -$123K -6,378 -13%
WFAG
162
Wescott Financial Advisory Group
Pennsylvania
$838K +$828K +42,978 New
CBFP
163
Cedar Brook Financial Partners
Ohio
$819K +$114K +5,904 +16%
Goldman Sachs
164
Goldman Sachs
New York
$816K -$1.94M -100,587 -71%
Truist Financial
165
Truist Financial
North Carolina
$815K +$151K +7,821 +23%
BWM
166
Birchcreek Wealth Management
Ohio
$787K -$5.96K -309 -0.8%
IWC
167
Integrated Wealth Concepts
Massachusetts
$775K +$251K +13,005 +49%
SC
168
Savant Capital
Illinois
$758K -$694 -36 -0.1%
AIP
169
Almanack Investment Partners
Pennsylvania
$702K -$72.2K -3,747 -9%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$684K +$23.5K +1,218 +4%
SSC
171
Syverson Strege & Co
Iowa
$677K +$289 +15 +0%
Wells Fargo
172
Wells Fargo
California
$670K -$212K -11,025 -24%
BPA
173
Beacon Pointe Advisors
California
$652K +$340K +17,637 +112%
IAN
174
Integrated Advisors Network
Texas
$646K -$142K -7,356 -18%
CCM
175
Chilton Capital Management
Texas
$615K +$60.3K +3,126 +11%