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Schwab US Large- Cap ETF
SCHX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JMG Financial Group
26
JMG Financial Group
Illinois
USD 245 M +USD 23.3 k +817 +0%
Kohmann Bosshard Financial Services
27
Kohmann Bosshard Financial Services
Ohio
USD 233 M +USD 9.19 M +321,711 +4%
Beacon Pointe Advisors
28
Beacon Pointe Advisors
California
USD 230 M +USD 1.27 M +44,373 +0.6%
Vantagepoint Investment Advisers
29
Vantagepoint Investment Advisers
District of Columbia
USD 216 M -USD 3.56 M -124,732 -2%
AssetMark Inc
30
AssetMark Inc
California
USD 195 M +USD 3.13 M +109,723 +2%
Corient Private Wealth
31
Corient Private Wealth
Florida
USD 177 M -USD 20 M -699,293 -10%
Farther Finance Advisors
32
Farther Finance Advisors
California
USD 175 M +USD 29 M +1,014,991 +21%
Johnson Investment Counsel
33
Johnson Investment Counsel
Ohio
USD 162 M +USD 10.2 M +358,131 +7%
Apriem Advisors
34
Apriem Advisors
California
USD 159 M -USD 6.09 M -213,213 -4%
Northwest Quadrant Wealth Management
35
Northwest Quadrant Wealth Management
Oregon
USD 158 M +USD 2.04 M +71,278 +1%
Financial Consulate
36
Financial Consulate
Maryland
USD 155 M +USD 2.14 M +74,799 +1%
BlueSky Wealth Advisors
37
BlueSky Wealth Advisors
North Carolina
USD 143 M -USD 915 k -32,029 -0.7%
Savant Capital
38
Savant Capital
Illinois
USD 139 M +USD 72.9 M +2,553,680 +102%
Orgel Wealth Management
39
Orgel Wealth Management
Wisconsin
USD 137 M -USD 927 k -32,479 -0.7%
AQR Capital Management
40
AQR Capital Management
Connecticut
USD 133 M +USD 15.1 M +528,192 +13%
Jones Financial Companies
41
Jones Financial Companies
Missouri
USD 130 M +USD 33.4 M +1,168,165 +35%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
USD 127 M +USD 4.65 M +162,719 +4%
Charles Schwab Trust
43
Charles Schwab Trust
Nevada
USD 125 M +USD 2.23 M +77,946 +2%
BlackRock
44
BlackRock
New York
USD 125 M +USD 29.6 M +1,035,085 +32%
Evermay Wealth Management
45
Evermay Wealth Management
Virginia
USD 122 M -USD 6.68 M -233,947 -5%
Steele Capital Management
46
Steele Capital Management
Iowa
USD 121 M +USD 777 k +27,218 +0.7%
FSA Investment Group
47
FSA Investment Group
Florida
USD 119 M +USD 7.4 M +259,102 +7%
Integrated Wealth Concepts
48
Integrated Wealth Concepts
Massachusetts
USD 117 M +USD 13.7 M +479,547 +14%
Greenwood Gearhart
49
Greenwood Gearhart
Arkansas
USD 109 M +USD 5.38 M +188,300 +5%
Cornerstone Advisors Asset Management
50
Cornerstone Advisors Asset Management
Pennsylvania
USD 109 M +USD 20 M +700,586 +23%
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