We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
376
Valmark Advisers
Ohio
$4.83M +$342K +14,686 +8%
UAG
377
United Advisor Group
Ohio
$4.76M +$319K +13,691 +7%
MWM
378
Mission Wealth Management
California
$4.76M +$7.58K +325 +0.2%
PFM
379
Peak Financial Management
Massachusetts
$4.74M -$131K -5,635 -3%
SWM
380
Shelton Wealth Management
Texas
$4.69M -$542K -23,257 -10%
MCM
381
Mengis Capital Management
Oregon
$4.64M -$164K -7,051 -3%
CP
382
Creekside Partners
California
$4.61M +$81.7K +3,504 +2%
TC
383
TownSquare Capital
Utah
$4.59M -$2.43M -104,392 -35%
RMC
384
Ring Mountain Capital
California
$4.59M +$4.61M +197,889 New
ECM
385
Exchange Capital Management
Michigan
$4.57M -$572K -24,536 -11%
DP
386
Denver PWM
Colorado
$4.56M -$142K -6,081 -3%
HKIMG
387
Hutchens & Kramer Investment Management Group
Indiana
$4.55M -$138K -5,925 -3%
Vanguard Personalized Indexing Management
388
Vanguard Personalized Indexing Management
California
$4.53M +$29.7K +1,275 +0.7%
Bank of Montreal
389
Bank of Montreal
Ontario, Canada
$4.48M +$30.5K +1,308 +0.7%
CFGA
390
Cambridge Financial Group (Arizona)
Arizona
$4.48M -$56.3K -2,417 -1%
IAN
391
Integrated Advisors Network
Texas
$4.46M +$34.1K +1,463 +0.8%
WAG
392
Winthrop Advisory Group
Massachusetts
$4.43M -$31.3K -1,341 -0.7%
Financial Engines Advisors
393
Financial Engines Advisors
California
$4.36M -$528K -22,640 -11%
CG
394
Cynosure Group
Utah
$4.31M +$14K +600 +0.3%
ECML
395
Eagle Capital Management (Louisiana)
Louisiana
$4.29M +$18.2K +780 +0.4%
MTIC
396
Missouri Trust & Investment Company
Missouri
$4.24M -$199K -8,517 -4%
MWM
397
Merriman Wealth Management
Washington
$4.24M +$3.4K +146 +0.1%
GGI
398
GPM Growth Investors
Michigan
$4.24M +$143K +6,135 +3%
AFP
399
Ausdal Financial Partners
Iowa
$4.22M +$107K +4,608 +3%
TWM
400
Thrive Wealth Management
Pennsylvania
$4.21M +$79.5K +3,409 +2%