We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Tradewinds Capital Management
Washington
$13.4M +$1.22M +42,802 +10%
SEM
252
Strategic Equity Management
Arizona
$13.3M -$1.67M -58,457 -11%
IC
253
IEQ Capital
California
$13.1M +$1.02M +35,869 +9%
MFA
254
Morling Financial Advisors
California
$13.1M -$11.7K -411 -0.1%
PA
255
PFG Advisors
Arizona
$12.9M +$814K +28,519 +7%
CPL
256
CAP Partners LLC
Tennessee
$12.8M +$525K +18,391 +4%
BAMG
257
Brand Asset Management Group
Missouri
$12.8M -$149K -5,204 -1%
YAIA
258
Yanni & Associates Investment Advisors
Pennsylvania
$12.8M -$19.7K -689 -0.2%
FF
259
Farrell Financial
New York
$12.7M +$12.4K +436 +0.1%
AWM
260
Apollon Wealth Management
South Carolina
$12.7M +$1.55M +54,160 +14%
FFP
261
Frisco Financial Planning
Texas
$12.7M -$364K -12,758 -3%
SFWC
262
Strategic Family Wealth Counselors
New Jersey
$12.6M +$37.7K +1,319 +0.3%
AAP
263
Arax Advisory Partners
Colorado
$12.6M +$10.1M +353,668 +479%
BFA
264
Ballast Financial Advisors
Pennsylvania
$12.6M +$153K +5,349 +1%
AWE
265
Avidian Wealth Enterprises
Texas
$12.5M +$3.03K +106 +0%
GFP
266
Guardian Financial Partners
California
$12.4M -$107K -3,745 -0.9%
LWM
267
LongView Wealth Management
Georgia
$12.3M +$3.94K +138 +0%
NA
268
NewEdge Advisors
Louisiana
$12.3M +$301K +10,543 +3%
CHA
269
Cooper/Haims Advisors
New York
$12.2M -$219K -7,684 -2%
SCM
270
SCS Capital Management
Massachusetts
$12.2M -$1.33M -46,641 -10%
RWP
271
Revolve Wealth Partners
New Jersey
$12.1M -$35.7K -1,251 -0.3%
EF
272
Envision Financial
Wisconsin
$12.1M -$2M -69,894 -15%
UAG
273
United Advisor Group
Ohio
$12M -$62.7K -2,195 -0.5%
KF
274
K2 Financial
California
$11.9M -$101K -3,528 -0.9%
MA
275
MBA Advisors
Pennsylvania
$11.8M -$90.5K -3,170 -0.8%