We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFC
226
Klingenstein Fields & Co
New York
$2.46M +$159K +14,772 +6%
LFA
227
Landmark Financial Advisors
Kentucky
$2.44M +$97.9K +9,126 +4%
SSWM
228
Sheets Smith Wealth Management
North Carolina
$2.43M +$119K +11,088 +5%
MCM
229
Maxim Capital Management
California
$2.42M +$2.61M +243,522 New
EK
230
Evensky & Katz
Florida
$2.42M +$76.3K +7,110 +3%
VCAM
231
Van Cleef Asset Management
Ohio
$2.42M -$401K -37,338 -13%
BWA
232
Burt Wealth Advisors
Maryland
$2.41M +$2.31M +215,142 +803%
ECML
233
Eagle Capital Management (Louisiana)
Louisiana
$2.35M -$10.3K -960 -0.4%
LFA
234
Legend Financial Advisors
Pennsylvania
$2.33M +$2.51M +233,706 New
HCM
235
Hollencrest Capital Management
California
$2.28M -$1.28M -119,136 -34%
LPIC
236
LeJeune Puetz Investment Counsel
Michigan
$2.28M -$76.9K -7,164 -3%
BCP
237
Blackhawk Capital Partners
Wisconsin
$2.27M +$2.45M +227,946 New
PAG
238
Private Advisor Group
New Jersey
$2.26M +$238K +22,176 +11%
KP
239
Keel Point
Alabama
$2.24M -$6.44K -600 -0.3%
LBC
240
Lowe Brockenbrough & Co
Virginia
$2.2M +$868K +80,880 +58%
CBFP
241
Cedar Brook Financial Partners
Ohio
$2.14M +$2.31M +215,442 New
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$2.14M +$672K +62,586 +41%
NCM
243
Northwest Capital Management
Oregon
$2.1M -$380K -35,394 -14%
JG
244
Jefferies Group
New York
$2.09M +$2.25M +209,850 New
BRWA
245
B. Riley Wealth Advisors
Florida
$2.08M -$108K -10,050 -5%
VR
246
Viridian RIA
Washington
$2.02M +$258K +24,018 +13%
MWM
247
Mission Wealth Management
California
$1.98M +$660K +61,536 +45%
SCM
248
Stordahl Capital Management
Colorado
$1.98M +$2.13M +198,504 New
SPC
249
Sigma Planning Corp
Michigan
$1.97M +$12.6K +1,176 +0.6%
AIM
250
Aspen Investment Management
Michigan
$1.97M +$1.12M +104,298 +112%