We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
376
Renaissance Technologies
New York
$299K +$298K +27,600 New
HWA
377
Heritage Wealth Advisors
Virginia
$298K +$60.6K +5,622 +26%
WP
378
WealthPLAN Partners
Nebraska
$296K +$295K +27,354 New
TCM
379
Tradewinds Capital Management
Washington
$288K -$12.3M -1,136,226 -98%
CIA
380
Capital Investment Advisors
Georgia
$278K +$276K +25,638 New
SPC
381
Stewart & Patten Company
California
$275K
PP
382
PDS Planning
Ohio
$270K
AWM
383
Altium Wealth Management
New York
$269K -$488K -45,228 -65%
PO
384
Private Ocean
California
$266K +$6.92K +642 +3%
CWM
385
Confluence Wealth Management
Oregon
$265K -$18.4K -1,704 -7%
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$263K +$15.4K +1,428 +6%
KA
387
Kovack Advisors
Florida
$262K
AIA
388
Armor Investment Advisors
North Carolina
$262K +$2.65K +246 +1%
BWA
389
Burt Wealth Advisors
Maryland
$256K
WPW
390
Waldron Private Wealth
Pennsylvania
$253K
IWM
391
IHT Wealth Management
Illinois
$252K +$237K +21,960 +1,687%
M&T Bank
392
M&T Bank
New York
$252K +$250K +23,220 New
AIS
393
American Investment Services
Massachusetts
$247K +$246K +22,770 New
IA
394
Independence Advisors
Pennsylvania
$246K
WCWM
395
Willow Creek Wealth Management
California
$235K +$1.17K +108 +0.5%
DIA
396
Davidson Investment Advisors
Montana
$234K -$44.3K -4,110 -16%
CRC
397
Curi RMB Capital
Illinois
$234K +$233K +21,600 New
FCAG
398
First Capital Advisors Group
New Jersey
$232K +$26.3K +2,436 +13%
SIC
399
Shoker Investment Counsel
Ohio
$231K +$7.31K +678 +3%
BW
400
Bison Wealth
Georgia
$230K