We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Aspiriant LLC
351
Aspiriant LLC
California
$5.12M -$539K -23,152 -9%
BIP
352
Blueprint Investment Partners
North Carolina
$5.09M -$1.82M -78,322 -25%
Pathstone Holdings
353
Pathstone Holdings
New Jersey
$5.03M +$2.06M +88,400 +51%
IEQ Capital
354
IEQ Capital
California
$5.02M +$1.2M +51,727 +29%
Bank of New York Mellon
355
Bank of New York Mellon
New York
$5M -$2.84M -122,174 -35%
CW
356
Code Waechter
Florida
$4.98M +$164K +7,043 +3%
WOC
357
West Oak Capital
California
$4.98M -$59K -2,535 -1%
Stratos Wealth Partners
358
Stratos Wealth Partners
Ohio
$4.96M -$83.2K -3,575 -2%
Vanguard Personalized Indexing Management
359
Vanguard Personalized Indexing Management
California
$4.95M +$670K +28,788 +15%
USWG
360
U.S. Wealth Group
New York
$4.9M -$99.5K -4,273 -2%
FA
361
Financial Advisors
Massachusetts
$4.89M -$137K -5,874 -3%
Bailard
362
Bailard
California
$4.84M -$50.6K -2,175 -1%
Brighton Jones LLC
363
Brighton Jones LLC
Washington
$4.84M +$181K +7,791 +4%
BIA
364
Bigelow Investment Advisors
Maine
$4.78M -$222K -9,517 -4%
PWM
365
Paulson Wealth Management
Illinois
$4.77M -$535K -22,999 -10%
CA
366
Calton & Associates
Florida
$4.76M +$5.02M +215,453 New
UAG
367
United Advisor Group
Ohio
$4.75M +$229K +9,833 +5%
VAMG
368
Voisard Asset Management Group
Michigan
$4.67M -$1.06M -45,481 -18%
CWA
369
Carolina Wealth Advisors
South Carolina
$4.64M -$159K -6,819 -3%
BI
370
Berkeley Inc
Idaho
$4.63M -$774K -33,250 -14%
Valmark Advisers
371
Valmark Advisers
Ohio
$4.51M -$98.8K -4,242 -2%
Avantax Advisory Services
372
Avantax Advisory Services
Texas
$4.49M -$481K -20,661 -9%
Mission Wealth Management
373
Mission Wealth Management
California
$4.49M -$47K -2,019 -1%
SG
374
Somerset Group
Minnesota
$4.46M +$823K +35,372 +21%
TC
375
TownSquare Capital
Utah
$4.45M +$85.9K +3,690 +2%