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Schwab Fundamental U.S. Small Company ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 67,849 | $1.93M | $2.56M | $622,343.96 | 32.19% |
 Horan Wealth LLC Horan Wealth LLC | 577,082 | $17.67M | $21.74M | $4.07M | 23.04% |
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 32,279 | $926,775.58 | $1.22M | $288,690.16 | 31.15% |
 Heydon Traub Traub Capital Management LLC | 105,388 | $3.04M | $3.97M | $928,745.36 | 30.55% |
 Molly Wheeler Burk Holdings LLC | 2,151 | $69,763 | $80,974.39 | $11,211.39 | 16.07% |
 Bonnie Courtney Cambridge Financial Group LLC | 18,423 | $510,517.47 | $690,770.38 | $180,252.91 | 35.31% |
 Matthew Jenkins GatePass Capital LLC | 20,110 | $652,167 | $757,040.95 | $104,873.95 | 16.08% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 9 | $292 | $339.07 | $47.07 | 16.12% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 10,102 | $318,689.45 | $378,774.49 | $60,085.04 | 18.85% |
 Manske Wealth Management Manske Wealth Management | 127,565 | $3.77M | $4.81M | $1.03M | 27.42% |
 Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 44 | $1,427 | $1,657.7 | $230.7 | 16.17% |
