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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
201
Brinker Capital Investments
Pennsylvania
$2.13M +$483K +19,984 +28%
OPS
202
Orion Portfolio Solutions
Nebraska
$2.13M +$483K +19,984 +28%
PA
203
PFG Advisors
Arizona
$2.13M +$167K +6,896 +8%
VFA
204
Valeo Financial Advisors
Indiana
$2.11M +$4.21K +174 +0.2%
CCAM
205
Cascades Capital Asset Management
North Carolina
$2.1M +$39.1K +1,619 +2%
Jane Street
206
Jane Street
New York
$2.09M +$611K +25,267 +40%
AWM
207
Aberdeen Wealth Management
Illinois
$2.05M +$2.1M +86,929 New
KPP
208
Kings Path Partners
Texas
$2.02M +$97 +4 +0%
ASN
209
Advisory Services Network
Georgia
$2.01M -$47.5K -1,966 -2%
RWRC
210
R.W. Roge & Company
New York
$1.99M -$140K -5,773 -6%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$1.94M -$46.6K -1,929 -2%
Truist Financial
212
Truist Financial
North Carolina
$1.92M +$313K +12,951 +19%
BlackRock
213
BlackRock
New York
$1.91M +$677 +28 +0%
CA
214
CoreCap Advisors
Michigan
$1.91M -$2.59M -107,017 -57%
WP
215
Westmount Partners
California
$1.88M +$1.93M +79,827 New
IWC
216
Integrated Wealth Concepts
Massachusetts
$1.88M +$343K +14,205 +22%
NA
217
NewEdge Advisors
Louisiana
$1.88M +$16.8K +695 +0.9%
MWA
218
Midland Wealth Advisors
Illinois
$1.78M -$1.38M -57,163 -43%
EWA
219
EP Wealth Advisors
California
$1.77M +$139K +5,749 +8%
SPWM
220
Schrum Private Wealth Management
Florida
$1.75M +$193 +8 +0%
BPC
221
Bearing Point Capital
Minnesota
$1.73M
SWM
222
Spire Wealth Management
Virginia
$1.73M +$90.9K +3,759 +5%
AWM
223
Angeles Wealth Management
California
$1.68M +$5.08K +210 +0.3%
WA
224
Waverly Advisors
Alabama
$1.64M +$231K +9,558 +16%
YWM
225
Yoder Wealth Management
California
$1.64M -$48.8K -2,020 -3%