We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
251
BTR Capital Management
California
$876K
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$875K +$37K +3,576 +5%
NSB
253
Norway Savings Bank
Maine
$831K
IH
254
IFC Holdings
Florida
$816K +$2.86K +276 +0.4%
Calamos Advisors
255
Calamos Advisors
Illinois
$780K +$21.4K +2,070 +3%
CHA
256
Carmichael Hill & Associates
Maryland
$776K +$756K +72,960 New
MCWS
257
McKinley Carter Wealth Services
West Virginia
$771K +$36.9K +3,564 +5%
DSN
258
D. Scott Neal
Kentucky
$771K +$585K +56,520 +352%
SAM
259
Summit Asset Management
Tennessee
$769K -$5.1K -492 -0.7%
JWA
260
JFS Wealth Advisors
Pennsylvania
$763K +$408K +39,408 +122%
DWM
261
Dynasty Wealth Management
Florida
$763K +$744K +71,796 New
PA
262
Parallel Advisors
California
$756K +$1.55K +150 +0.2%
AC
263
Alley Company
Illinois
$750K +$4.47K +432 +0.6%
AWM
264
Altium Wealth Management
New York
$744K +$725K +69,954 New
GGI
265
Godsey & Gibb Inc
Virginia
$740K +$27.8K +2,682 +4%
VCM
266
Versant Capital Management
Arizona
$737K +$492K +47,532 +218%
SWP
267
Stratos Wealth Partners
Ohio
$732K +$28.8K +2,778 +4%
Northern Trust
268
Northern Trust
Illinois
$717K +$255K +24,600 +57%
Vanguard Capital Wealth Advisors
269
Vanguard Capital Wealth Advisors
Colorado
$713K +$811K +78,258 New
AL
270
Aspiriant LLC
California
$712K -$8.91M -860,562 -93%
RWA
271
RGT Wealth Advisors
Texas
$709K +$1.49K +144 +0.2%
MWM
272
Meridian Wealth Management
Kentucky
$708K -$1.86K -180 -0.3%
LRPA
273
L. Roy Papp & Associates
Arizona
$708K +$690K +66,606 New
CIR
274
Clear Investment Research
Georgia
$679K
PAM
275
Premier Asset Management
Illinois
$677K -$133K -12,798 -17%