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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
201
Buckingham Strategic Wealth
Missouri
$621K -$24.7K -1,338 -4%
JIC
202
Johnson Investment Counsel
Ohio
$611K +$132K +7,125 +29%
LNWWM
203
Laird Norton Wetherby Wealth Management
California
$611K -$2.88K -156 -0.5%
ST
204
Sabal Trust
Florida
$596K +$574K +31,083 New
OIA
205
OneDigital Investment Advisors
Kansas
$577K -$5.49K -297 -1%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$573K -$11.1K -600 -2%
DWM
207
Dechtman Wealth Management
Colorado
$570K +$549K +29,712 New
CA
208
Cetera Advisors
Colorado
$568K +$51.1K +2,763 +10%
SCM
209
SOL Capital Management
Maryland
$556K – – –
CAG
210
Curtis Advisory Group
California
$553K +$35K +1,896 +7%
S
211
SignatureFD
Georgia
$547K +$510K +27,627 +3,143%
DWM
212
Darwin Wealth Management
Florida
$547K -$12.5K -678 -2%
CWM
213
Cedar Wealth Management
California
$540K -$4.16K -225 -0.8%
BPA
214
Beacon Pointe Advisors
California
$534K +$67.4K +3,648 +15%
GS
215
GTS Securities
Florida
$529K +$509K +27,558 New
EAM
216
Evanson Asset Management
California
$507K – – –
BIG
217
Builder Investment Group
Georgia
$507K +$77.3K +4,182 +19%
CBFP
218
Cedar Brook Financial Partners
Ohio
$500K +$111 +6 +0%
WA
219
WESPAC Advisors
California
$498K +$37.5K +2,028 +8%
FLPIM
220
F.L. Putnam Investment Management
Massachusetts
$493K +$146K +7,896 +44%
VCM
221
Vivaldi Capital Management
Illinois
$477K +$1.44K +78 +0.3%
MCM
222
MAI Capital Management
Ohio
$471K +$58.8K +3,183 +15%
CPA
223
Cardiff Park Advisors
California
$464K +$1.94K +105 +0.4%
ICG
224
InterOcean Capital Group
Tennessee
$462K -$121K -6,534 -21%
WFA
225
Wellspring Financial Advisors
Ohio
$458K +$2.16K +117 +0.5%
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