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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$9.31B +$31M +1,277,398 +0.3%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$597M -$3.47K -143 -0.6%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$354M +$24.7M +1,017,440 +7%
SEIA
4
Signature Estate & Investment Advisors
California
$246M +$19.4M +799,543 +8%
ML
5
McAdam LLC
Pennsylvania
$216M +$8.72M +359,581 +4%
SCM
6
Steele Capital Management
Iowa
$142M +$524K +21,626 +0.4%
NB
7
Northwest Bancshares
Pennsylvania
$140M -$7.42M -306,062 -5%
Ameriprise
8
Ameriprise
Minnesota
$139M -$27M -1,112,362 -16%
GWS
9
Glassman Wealth Services
Virginia
$107M +$308K +12,683 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$96.8M +$6.76M +278,893 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$89.1M -$16.6M -684,230 -15%
CC
12
Callan Capital
California
$88.1M +$1.57M +64,604 +2%
Bank of America
13
Bank of America
North Carolina
$66.9M -$8.12M -334,887 -11%
CST
14
Charles Schwab Trust
Nevada
$64.1M +$304K +12,549 +0.5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$63.3M +$4.5M +185,575 +7%
LF
16
Lee Financial
Texas
$59M -$102K -4,189 -0.2%
LPL Financial
17
LPL Financial
California
$58.9M +$23M +949,276 +62%
GAM
18
Gemmer Asset Management
California
$58.6M +$2.52M +103,729 +4%
KLI
19
Kelman-Lazarov Inc
Tennessee
$54.2M -$3.4M -140,097 -6%
BWP
20
BlueStem Wealth Partners
Minnesota
$53.4M +$54.7M +2,254,263 New
UBS Group
21
UBS Group
Switzerland
$53.1M -$140K -5,767 -0.3%
RWM
22
Reston Wealth Management
Virginia
$49.4M +$1.56M +64,250 +3%
BIA
23
Bell Investment Advisors
California
$49.4M +$698K +28,778 +1%
PAG
24
Private Advisor Group
New Jersey
$49.2M -$22K -909 -0%
AA
25
Ashford Advisors
New York
$47.5M -$80.5K -3,322 -0.2%
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