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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
326
GPM Growth Investors
Michigan
$7.57M -$135K -5,059 -2%
BCM
327
Barden Capital Management
Texas
$7.57M +$403K +15,078 +6%
FSWA
328
Financial Synergies Wealth Advisors
Texas
$7.53M -$105K -3,947 -1%
CFMC
329
Curbstone Financial Management Corp
New Hampshire
$7.51M +$207K +7,760 +3%
MHR
330
Matthew Hamilton Rosenberg
$7.49M -$232K -8,678 -3%
SBH
331
Segall Bryant & Hamill
Illinois
$7.44M +$7.39M +276,549 New
ATWA
332
Arbor Trust Wealth Advisors
Michigan
$7.4M -$117K -4,393 -2%
MWA
333
Medallion Wealth Advisors
Connecticut
$7.39M +$906K +33,917 +14%
SFC
334
Summit Financial Consulting
Michigan
$7.37M +$602K +22,548 +9%
TWP
335
Tempus Wealth Planning
California
$7.3M +$242K +9,055 +3%
CG
336
Cynosure Group
Utah
$7.29M -$50.4K -1,889 -0.7%
FLPIM
337
F.L. Putnam Investment Management
Massachusetts
$7.27M -$7.73M -289,560 -52%
DSA
338
Droms Strauss Advisors
Missouri
$7.24M -$244K -9,118 -3%
AWM
339
AE Wealth Management
Kansas
$7.21M +$4.65M +173,975 +185%
IP
340
Ignite Planners
California
$7.21M +$1.51M +56,528 +27%
GCA
341
Gradient Capital Advisors
California
$7.15M -$372K -13,917 -5%
MAS
342
Madden Advisory Services
Florida
$7.15M -$138K -5,168 -2%
CWM
343
Castle Wealth Management
Florida
$7.11M -$1.12M -41,879 -14%
PFM
344
Phillips Financial Management
Indiana
$7.05M +$147K +5,523 +2%
SPA
345
Sentinel Pension Advisors
Massachusetts
$7.03M +$335K +12,556 +5%
BCWM
346
Bartlett & Co Wealth Management
Ohio
$7M -$251K -9,405 -3%
TSWM
347
Triangle Securities Wealth Management
North Carolina
$6.97M +$49.3K +1,845 +0.7%
SWA
348
SFMG Wealth Advisors
Texas
$6.95M +$25.2K +944 +0.4%
SEIA
349
Signature Estate & Investment Advisors
California
$6.94M +$483K +18,079 +8%
CCM
350
Cannon Capital Management
Utah
$6.77M +$6.72M +251,453 New
12 13
14
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