We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
301
Trivium Point Advisory
Connecticut
$6.93M +$751K +32,280 +11%
WCFA
302
Walkner Condon Financial Advisors
Wisconsin
$6.92M +$97.7K +4,195 +1%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$6.85M +$551K +23,672 +8%
CWM
304
Circle Wealth Management
New Jersey
$6.85M +$17K +730 +0.2%
CA
305
CoreCap Advisors
Michigan
$6.77M +$3.49M +149,849 +96%
SP
306
SWS Partners
Ohio
$6.73M -$137K -5,874 -2%
ATWA
307
Arbor Trust Wealth Advisors
Michigan
$6.71M +$422K +18,138 +6%
NRI
308
NFP Retirement Inc
California
$6.67M -$309K -13,291 -4%
TNA
309
True North Advisors
Texas
$6.65M +$7.01M +301,098 New
MHR
310
Matthew Hamilton Rosenberg
$6.62M -$80.2K -3,447 -1%
HG
311
Harbor Group
New Hampshire
$6.46M -$40.5K -1,738 -0.6%
LPT
312
Legacy Private Trust
Wisconsin
$6.45M -$502K -21,579 -7%
EWA
313
EP Wealth Advisors
California
$6.45M +$25.1K +1,078 +0.4%
ACM
314
Arcataur Capital Management
Wisconsin
$6.41M -$861 -37 -0%
MW
315
MBL Wealth
North Carolina
$6.3M -$10.5K -450 -0.2%
BCM
316
Barden Capital Management
Texas
$6.21M +$67.5K +2,900 +1%
GGI
317
GPM Growth Investors
Michigan
$6.2M +$2.28M +97,903 +54%
CPRC
318
Consolidated Portfolio Review Corp
New York
$6.19M +$187K +8,019 +3%
FSWA
319
Financial Synergies Wealth Advisors
Texas
$6.17M -$223K -9,578 -3%
MAS
320
Madden Advisory Services
Florida
$6.16M +$48.8K +2,095 +0.8%
GCA
321
Gradient Capital Advisors
California
$6.11M -$160K -6,858 -2%
CFMC
322
Curbstone Financial Management Corp
New Hampshire
$6.09M -$46.3K -1,990 -0.7%
BAM
323
Berkshire Asset Management
Pennsylvania
$6.02M +$254K +10,890 +4%
PIA
324
Pinion Investment Advisors
Kansas
$5.88M +$2.87M +123,351 +86%
LFGO
325
Legacy Financial Group (Oklahoma)
Oklahoma
$5.82M -$215K -9,215 -3%
11 12
13
14 15