We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Mission Wealth Management
California
$5.73M +$1.53M +77,640 +39%
RJA
302
Raymond James & Associates
Florida
$5.71M +$5.61K +285 +0.1%
MAS
303
Madden Advisory Services
Florida
$5.66M -$311K -15,783 -5%
LWM
304
LongView Wealth Management
Georgia
$5.62M +$685K +34,794 +15%
GFP
305
Guardian Financial Partners
California
$5.62M +$395K +20,040 +8%
SPI
306
Santori & Peters Inc
Pennsylvania
$5.62M -$117K -5,928 -2%
TSWM
307
Triangle Securities Wealth Management
North Carolina
$5.57M +$105K +5,310 +2%
CFMC
308
Curbstone Financial Management Corp
New Hampshire
$5.5M +$248K +12,600 +5%
AI
309
Atria Investments
North Carolina
$5.49M +$1.83M +92,814 +54%
DSA
310
Droms Strauss Advisors
Missouri
$5.46M +$251K +12,759 +5%
BAM
311
Berkshire Asset Management
Pennsylvania
$5.39M +$261K +13,272 +5%
EWA
312
EP Wealth Advisors
California
$5.37M -$32.8K -1,665 -0.6%
BCM
313
Barden Capital Management
Texas
$5.34M -$2.67M -135,495 -34%
NRW
314
Nova R Wealth
Kansas
$5.28M +$5.02M +255,093 New
AL
315
Aspiriant LLC
California
$5.26M -$96.4K -4,896 -2%
KFC
316
Klingenstein Fields & Co
New York
$5.26M -$147K -7,455 -3%
PFM
317
Phillips Financial Management
Indiana
$5.23M -$52.1K -2,646 -1%
VT
318
Vise Technologies
New York
$5.22M -$486K -24,687 -9%
B
319
Birchbrook
Maine
$5.2M -$881K -44,727 -15%
SMA
320
Sage Mountain Advisors
Georgia
$5.15M +$11K +561 +0.2%
TWP
321
Tempus Wealth Planning
California
$5M -$184K -9,351 -4%
PA
322
Procyon Advisors
Connecticut
$4.99M -$2.21M -112,377 -32%
Lido Advisors
323
Lido Advisors
California
$4.98M +$4.74M +240,756 New
WOC
324
West Oak Capital
California
$4.98M +$284K +14,415 +6%
B
325
Bailard
California
$4.9M +$188K +9,570 +4%