We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EF
226
Envision Financial
Wisconsin
$12.2M +$12.3M +527,055 New
EA
227
Enclave Advisors
Texas
$11.9M +$39.2K +1,684 +0.3%
SFPM
228
Sensible Financial Planning & Management
Massachusetts
$11.8M -$437K -18,756 -4%
ACG
229
Allen Capital Group
Nebraska
$11.8M -$188K -8,060 -2%
BTWM
230
Brass Tax Wealth Management
Ohio
$11.6M +$565K +24,233 +5%
PAG
231
Private Advisor Group
New Jersey
$11.5M +$722K +30,967 +7%
LPAM
232
Lodestar Private Asset Management
California
$11.5M -$224K -9,594 -2%
NSAM
233
North Star Asset Management
Wisconsin
$11.3M +$7.37K +316 +0.1%
NA
234
NewEdge Advisors
Louisiana
$11.3M +$480K +20,606 +4%
GCM
235
G2 Capital Management
Ohio
$11M -$63.8K -2,738 -0.6%
FFP
236
Frisco Financial Planning
Texas
$11M +$11M +472,425 New
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$10.8M +$537K +23,024 +5%
CFO
238
CVA Family Office
Colorado
$10.8M +$1.01M +43,230 +10%
MFA
239
Morling Financial Advisors
California
$10.8M -$108K -4,654 -1%
RWP
240
Revolve Wealth Partners
New Jersey
$10.8M +$527K +22,621 +5%
NP
241
NorthRock Partners
Minnesota
$10.6M +$63.1K +2,708 +0.6%
FC
242
Forte Capital
New York
$10.3M -$824K -35,334 -7%
CHA
243
Cooper/Haims Advisors
New York
$10.3M -$202K -8,658 -2%
AMM
244
American Money Management
California
$10.3M +$138K +5,938 +1%
PA
245
Planning Alternatives
Michigan
$10.2M -$362K -15,523 -3%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$10.2M -$145K -6,231 -1%
PCMC
247
Private Capital Management (Colorado)
Colorado
$10.1M -$664K -28,484 -6%
SFWC
248
Strategic Family Wealth Counselors
New Jersey
$10.1M -$110K -4,729 -1%
RWRC
249
R.W. Roge & Company
New York
$9.98M -$90.5K -3,882 -0.9%
CG
250
Caprock Group
Idaho
$9.83M +$4.73K +203 +0%