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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
201
Darwin Wealth Management
Florida
$540K -$115K -6,285 -18%
SCM
202
SOL Capital Management
Maryland
$530K -$27.5K -1,500 -5%
WA
203
Wambolt & Associates
Colorado
$521K +$519K +28,284 New
WFAG
204
Wescott Financial Advisory Group
Pennsylvania
$520K -$281K -15,309 -35%
CWM
205
Cedar Wealth Management
California
$519K – – –
SCA
206
Snowden Capital Advisors
New York
$501K +$115K +6,276 +30%
CAG
207
Curtis Advisory Group
California
$493K -$1.43K -78 -0.3%
CA
208
Cetera Advisors
Colorado
$491K +$152K +8,304 +45%
EAM
209
Evanson Asset Management
California
$484K – – –
CBFP
210
Cedar Brook Financial Partners
Ohio
$477K +$165 +9 +0%
SWA
211
Strata Wealth Advisors
Texas
$462K +$463K +25,233 New
AAS
212
Ameritas Advisory Services
Nebraska
$459K +$45.1K +2,457 +11%
VCM
213
Vivaldi Capital Management
Illinois
$453K -$456K -24,858 -50%
JIC
214
Johnson Investment Counsel
Ohio
$453K -$10.7K -585 -2%
FCA
215
FinTrust Capital Advisors
South Carolina
$449K – – –
BPA
216
Beacon Pointe Advisors
California
$443K +$112K +6,114 +34%
CPA
217
Cardiff Park Advisors
California
$441K +$1.98K +108 +0.5%
WA
218
WESPAC Advisors
California
$438K +$439K +23,925 New
SFA
219
Sequoia Financial Advisors
Ohio
$436K +$203K +11,061 +87%
WF
220
Warner Financial
Maryland
$436K +$196K +10,668 +81%
WFA
221
Wellspring Financial Advisors
Ohio
$435K +$2.15K +117 +0.5%
DACG
222
Donor Advised Charitable Giving
California
$434K +$2.09K +114 +0.5%
CWC
223
Carolinas Wealth Consulting
North Carolina
$434K +$220 +12 +0.1%
HI
224
Harbour Investments
Wisconsin
$417K -$6.83K -372 -2%
BIG
225
Builder Investment Group
Georgia
$407K – – –
7 8
9
10 11