We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
276
MBA Advisors
Pennsylvania
$4.64M +$128K +8,436 +3%
SHJ
277
Sharkey, Howes & Javer
Colorado
$4.62M -$1.88M -124,284 -29%
HFS
278
Hantz Financial Services
Michigan
$4.62M -$57.8K -3,816 -1%
BRWA
279
B. Riley Wealth Advisors
Florida
$4.55M -$101K -6,690 -2%
Lido Advisors
280
Lido Advisors
California
$4.54M +$182 +12 +0%
OFG
281
Omega Financial Group
California
$4.52M +$99.7K +6,585 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
282
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.51M
VT
283
Vise Technologies
New York
$4.51M +$559K +36,906 +14%
CWM
284
Circle Wealth Management
New Jersey
$4.51M +$104K +6,900 +2%
Toronto Dominion Bank
285
Toronto Dominion Bank
Ontario, Canada
$4.51M -$3.41M -225,000 -43%
HKIMG
286
Hutchens & Kramer Investment Management Group
Indiana
$4.45M -$131K -8,661 -3%
CWA
287
Carolina Wealth Advisors
South Carolina
$4.43M -$89.2K -5,895 -2%
CP
288
Capital Planning
Washington
$4.31M +$4.34M +286,587 New
MAS
289
Madden Advisory Services
Florida
$4.16M +$23.7K +1,566 +0.6%
PWM
290
Prosperity Wealth Management
California
$4.03M +$4.06M +267,894 New
BC
291
Bartlett & Co
Ohio
$4.03M +$84.6K +5,592 +2%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$4.03M +$84.6K +5,592 +2%
SAM
293
Sawgrass Asset Management
Florida
$3.98M +$19.6K +1,296 +0.5%
RTL
294
Red Tortoise LLC
Georgia
$3.97M +$3.99M +263,655 New
AL
295
Aspiriant LLC
California
$3.96M -$202K -13,329 -5%
YAL
296
Your Advocates Ltd
Texas
$3.95M +$3.07M +202,935 +342%
TFS
297
TrustCore Financial Services
Tennessee
$3.9M -$28.4K -1,878 -0.7%
BOSSRA
298
B.O.S.S. Retirement Advisors
Utah
$3.89M +$3.91M +258,507 New
KFC
299
Klingenstein Fields & Co
New York
$3.89M -$10.2K -672 -0.3%
FC
300
Forte Capital
New York
$3.87M +$18.5K +1,221 +0.5%