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Schwab Fundamental U.S. Large Company Index ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sam Sweitzer Anson Capital Inc. | 12,025 | $230,764.24 | $378,186.25 | $147,422.01 | 63.88% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 1,227 | $30,110.58 | $38,607.55 | $8,496.97 | 28.22% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 28,199 | $581,372.96 | $886,999.54 | $305,626.58 | 52.57% |
| NZ Nabeed Zaman Eagle Strategies LLC | 1.05M | $24.97M | $32.97M | $7.99M | 32.01% |
 Caitlin Garner SC&H Financial Advisors Inc. | 11,847 | $253,386.22 | $372,765.85 | $119,379.63 | 47.11% |
| MW Michelle Wells Darrow Company Inc. | 293,128 | $6.39M | $9.22M | $2.83M | 44.33% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 822 | $19,662.24 | $25,860.12 | $6,197.88 | 31.52% |
| DM David Mailloux WealthCare Investment Partners LLC | 70,974 | $1.69M | $2.23M | $543,833.72 | 32.19% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 9,287 | $249,521 | $292,354.76 | $42,833.76 | 17.17% |
 Marshall McCormick Fingerlakes Wealth Management Inc. | 19,102 | $515,353.42 | $601,426.47 | $86,073.05 | 16.7% |
 Bill McVay Red Tortoise LLC | 254,175 | $4.9M | $8.03M | $3.13M | 63.77% |
| WTM W. Travis McKinney HB Wealth Management LLC | 41,338 | $1.03M | $1.31M | $276,155.38 | 26.75% |
| RW Roger Wittlin Roger Wittlin Investment Advisory LLC | 12,690 | $345,514.26 | $399,227.4 | $53,713.14 | 15.55% |
| SC Sue Cox BetterWealth LLC | 12,071 | $336,177.35 | $381,202.18 | $45,024.83 | 13.39% |
| MO Michael O'Connor Capasso Planning Partners LLC | 52,034 | $1.16M | $1.64M | $481,314.5 | 41.42% |
 Michael Byun SageView Advisory Group LLC | 1,664 | $45,287 | $52,648.96 | $7,361.96 | 16.26% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 74,801 | $1.78M | $2.37M | $582,559.8 | 32.64% |
 Kristofer Gray Integrity Financial Corp. /WA | 3,987 | $111,037.95 | $126,188.55 | $15,150.6 | 13.64% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 7,830 | $205,929 | $247,741.2 | $41,812.2 | 20.3% |
 Mark Vicencio Lowery Thomas LLC | 375,907 | $7.44M | $11.9M | $4.46M | 59.97% |
