We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
376
Clearview Wealth Advisors
Oregon
$5.61M +$278K +10,928 +5%
SIC
377
Sigma Investment Counselors
Michigan
$5.6M +$14.1K +556 +0.3%
BIA
378
Bigelow Investment Advisors
Maine
$5.51M -$152K -5,975 -3%
IP
379
Ignite Planners
California
$5.48M +$11.6K +457 +0.2%
TWM
380
Thrive Wealth Management
Pennsylvania
$5.45M +$184K +7,255 +4%
Bank of Montreal
381
Bank of Montreal
Ontario, Canada
$5.42M +$89.1K +3,510 +2%
SAG
382
SageView Advisory Group
California
$5.35M +$3.92M +154,222 +315%
FA
383
Financial Advisors
Massachusetts
$5.29M -$531K -20,929 -9%
Pathstone Holdings
384
Pathstone Holdings
New Jersey
$5.29M +$519K +20,419 +11%
MCM
385
Mengis Capital Management
Oregon
$5.27M +$72.8K +2,868 +1%
BI
386
Berkeley Inc
Idaho
$5.27M -$106K -4,182 -2%
VFA
387
Valeo Financial Advisors
Indiana
$5.21M +$2.12M +83,423 +73%
RMC
388
Ring Mountain Capital
California
$5.13M -$43.4K -1,709 -0.9%
CFGA
389
Cambridge Financial Group (Arizona)
Arizona
$5.06M +$1.37K +54 +0%
APSI
390
Asset Planning Services Inc
Louisiana
$4.97M +$158K +6,227 +3%
KAS
391
Kestra Advisory Services
Texas
$4.92M -$131K -5,169 -3%
MWA
392
Muirfield Wealth Advisors
North Carolina
$4.9M -$42.3K -1,666 -0.9%
TC
393
Tenret Company
Florida
$4.88M
CP
394
Creekside Partners
California
$4.88M +$7.03K +277 +0.1%
WC
395
Waterloo Capital
Texas
$4.88M -$4.19K -165 -0.1%
Financial Engines Advisors
396
Financial Engines Advisors
California
$4.86M -$80.9K -3,184 -2%
SWP
397
Stratos Wealth Partners
Ohio
$4.85M +$1.21M +47,822 +35%
WAG
398
Winthrop Advisory Group
Massachusetts
$4.81M -$100K -3,937 -2%
PFM
399
Peak Financial Management
Massachusetts
$4.78M -$387K -15,257 -8%
TPCW
400
TD Private Client Wealth
New York
$4.78M -$55.7K -2,194 -1%