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Schwab Fundamental U.S. Small Company ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 W. Travis McKinney HB Wealth Management LLC | 29,595 | $813,210.89 | $1.05M | $241,258.96 | 29.67% |
| MC mike Chen Byrne Asset Management LLC | 30 | $834.3 | $1,058.85 | $224.55 | 26.91% |
 Paul Elam Oak Harbor Wealth Partners LLC | 44 | $1,664.08 | $1,567.28 | -$96.8 | -5.82% |
 William Jollie Quent Capital LLC | 657 | $24,847.74 | $23,408.91 | -$1,438.83 | -5.79% |
 Michael Byun SageView Advisory Group LLC | 40,561 | $1.16M | $1.43M | $274,800.77 | 23.76% |
 Brian Clay Clay Northam Wealth Management LLC | 19,295 | $536,989.95 | $687,191.42 | $150,201.47 | 27.97% |
| DW Darren Woolson Asset Allocation Strategies LLC | 87,059 | $2.6M | $3.11M | $502,028.3 | 19.28% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 12,558 | $350,684.93 | $446,122.95 | $95,438.02 | 27.21% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 11,546 | $363,848.69 | $408,208.83 | $44,360.14 | 12.19% |
 Christopher Warner WARNER FINANCIAL Inc. | 18,319 | $517,483.54 | $653,347.13 | $135,863.59 | 26.25% |
 Amanda Hawley Atria Wealth Solutions Inc. | 87,555 | $2.48M | $3.12M | $637,025.4 | 25.66% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 78 | $2,323.31 | $2,769.39 | $446.08 | 19.2% |
 Brad Saenz Coastwise Capital Group LLC | 9,762 | $280,589.95 | $349,528.41 | $68,938.46 | 24.57% |
 Mark Mowrey Signature Resources Capital Management LLC | 1,783 | $52,451.72 | $62,850.75 | $10,399.03 | 19.83% |
 Mariana Coli Dunhill Financial LLC | 598 | $16,379 | $21,306.74 | $4,927.74 | 30.09% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 618 | $19,473 | $21,781.41 | $2,308.41 | 11.85% |
 Lukas Lindgren Abound Wealth Management | 8,646 | $255,091.01 | $307,927.29 | $52,836.28 | 20.71% |
 Bert D. Barre Colonial Trust Co. / SC | 3,350 | $126,697 | $119,008.75 | -$7,688.25 | -6.07% |
 Daniel Guy Ethos Financial Group LLC | 25,948 | $714,465.95 | $915,128.87 | $200,662.92 | 28.09% |
 Bridget Davis Cedar Point Capital Partners LLC | 63,138 | $1.85M | $2.24M | $393,532.79 | 21.27% |
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