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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
151
Payne Capital
Oregon
$6.59M +$14.7K +551 +0.2%
BWS
152
BFI Wealth Solutions
Texas
$6.52M +$6.41M +239,738 New
PJSIMP
153
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.44M -$287K -10,734 -4%
FWP
154
Flatrock Wealth Partners
California
$6.43M +$6.32M +236,281 New
CL
155
COWA LLC
Oklahoma
$6.26M +$2.67M +99,958 +77%
BAWC
156
Boyce & Associates Wealth Consulting
Texas
$6.24M +$122K +4,547 +2%
AWA
157
Argos Wealth Advisors
California
$6.2M +$6.1M +227,903 New
AC
158
Avant Capital
Louisiana
$6.18M +$118K +4,418 +2%
VP
159
Verum Partners
North Carolina
$5.98M -$637K -23,796 -10%
SC
160
Savant Capital
Illinois
$5.8M +$2.21M +82,765 +63%
EWA
161
EQ Wealth Advisors
Texas
$5.77M +$247K +9,232 +5%
BEAM
162
Baker Ellis Asset Management
Washington
$5.71M +$276K +10,301 +5%
PFPG
163
Pinnacle Financial Partners (Georgia)
Georgia
$5.59M +$5.49M +205,286 New
KWM
164
Kingsview Wealth Management
Oregon
$5.52M +$309K +11,557 +6%
IAS
165
IMA Advisory Services
Colorado
$5.5M +$5.41M +202,228 New
AWM
166
AE Wealth Management
Kansas
$5.48M +$454K +16,962 +9%
EWA
167
Exencial Wealth Advisors
Oklahoma
$5.28M +$150K +5,622 +3%
CFO
168
CVA Family Office
Colorado
$5.14M +$963 +36 +0%
DSA
169
Droms Strauss Advisors
Missouri
$5.12M +$16.4K +613 +0.3%
QCM
170
QRG Capital Management
Illinois
$5.03M +$385K +14,387 +8%
MPW
171
Magnolia Private Wealth
Pennsylvania
$4.92M -$540K -20,188 -10%
SHF
172
Stage Harbor Financial
Massachusetts
$4.9M – – –
WMWM
173
Wilkins Miller Wealth Management
Alabama
$4.89M +$155K +5,797 +3%
AF
174
Allworth Financial
California
$4.84M +$172K +6,415 +4%
FFN
175
Focus Financial Network
Minnesota
$4.67M +$749K +27,984 +19%
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