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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VF
201
VitalStone Financial
Texas
$717K +$471K +24,372 +178%
SSWM
202
Sheets Smith Wealth Management
North Carolina
$702K -$17.1K -885 -2%
CWA
203
Consilium Wealth Advisory
Texas
$697K +$21.1K +1,089 +3%
Citadel Advisors
204
Citadel Advisors
Florida
$658K +$682K +35,253 New
BSW
205
Buckingham Strategic Wealth
Missouri
$644K +$41.9K +2,166 +7%
LNWWM
206
Laird Norton Wetherby Wealth Management
California
$643K +$51.4K +2,655 +8%
WPC
207
Wedmont Private Capital
Pennsylvania
$641K +$664K +34,344 New
SFG
208
Sage Financial Group
Pennsylvania
$637K +$384K +19,863 +139%
BWM
209
Birchcreek Wealth Management
Ohio
$635K -$63.2K -3,270 -9%
TAM
210
Townsend Asset Management
North Carolina
$631K +$464 +24 +0.1%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$618K +$640K +33,108 New
CA
212
Cetera Advisors
Colorado
$605K +$54.8K +2,832 +10%
GRP
213
Global Retirement Partners
California
$584K +$366K +18,912 +147%
OIA
214
OneDigital Investment Advisors
Kansas
$564K +$2.55K +132 +0.4%
BPA
215
Beacon Pointe Advisors
California
$561K +$44K +2,274 +8%
DWM
216
Dechtman Wealth Management
Colorado
$557K +$2.84K +147 +0.5%
AP
217
Appleton Partners
Massachusetts
$542K -$104K -5,355 -16%
CAG
218
Curtis Advisory Group
California
$538K +$58 +3 +0%
CBFP
219
Cedar Brook Financial Partners
Ohio
$535K +$50.3K +2,598 +10%
SCM
220
SOL Capital Management
Maryland
$532K -$8.99K -465 -2%
S
221
SignatureFD
Georgia
$532K
Vanguard Group
222
Vanguard Group
Pennsylvania
$529K +$297K +15,366 +118%
DWM
223
Darwin Wealth Management
Florida
$513K -$17.1K -885 -3%
AOWM
224
Alpha Omega Wealth Management
Virginia
$511K +$105K +5,409 +25%
EWA
225
EP Wealth Advisors
California
$505K -$1.05M -54,492 -67%