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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$4.88M +$1.9M +62,996 +67%
WWM
202
Western Wealth Management
Colorado
$4.88M +$1.06M +35,119 +29%
FFO
203
Fortitude Family Office
Arizona
$4.87M -$42.8K -1,417 -0.9%
CAM
204
Cidel Asset Management
Ontario, Canada
$4.82M
EH
205
Equitable Holdings
New York
$4.81M +$112K +3,710 +2%
VT
206
Vise Technologies
New York
$4.8M +$1.05M +34,796 +29%
BPA
207
Beacon Pointe Advisors
California
$4.79M -$159K -5,283 -3%
TFS
208
Thoroughbred Financial Services
Tennessee
$4.67M -$292K -9,679 -6%
CPA
209
Cathy Pareto & Associates
Florida
$4.66M +$151K +5,004 +3%
SHFC
210
Safe Harbor Family Capital
North Carolina
$4.54M +$14.6K +484 +0.3%
PFS
211
Prospera Financial Services
Texas
$4.53M +$1.04M +34,536 +31%
NCM
212
Next Capital Management
New York
$4.48M +$487K +16,145 +13%
IA
213
IFP Advisors
Florida
$4.42M +$445K +14,755 +12%
VA
214
Valmark Advisers
Ohio
$4.4M +$610K +20,211 +17%
FC
215
FCA Corp
Texas
$4.33M +$34K +1,128 +0.8%
FFA
216
Farther Finance Advisors
California
$4.26M +$784K +25,966 +23%
CIC
217
Carnegie Investment Counsel
Ohio
$4.12M +$468K +15,524 +13%
Wells Fargo
218
Wells Fargo
California
$4.12M -$618K -20,466 -13%
MPW
219
Magnolia Private Wealth
Pennsylvania
$4.09M -$907K -30,050 -19%
CAM
220
Cresset Asset Management
Illinois
$4.07M +$3.54M +117,317 +872%
CA
221
Cambridge Advisors
Nebraska
$3.96M -$124K -4,094 -3%
WF
222
Warner Financial
Maryland
$3.9M +$150K +4,967 +4%
ASN
223
Advisory Services Network
Georgia
$3.89M -$1.16M -38,365 -23%
SF
224
Succession Financial
Texas
$3.86M +$3.75M +124,191 New
PG
225
Prostatis Group
Maryland
$3.84M +$310K +10,260 +9%