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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
401
Harborview Advisors
Maine
$486K +$2K +186 +0.4%
HPWM
402
Highland Private Wealth Management
Washington
$476K +$25.6K +2,382 +5%
TCM
403
Twele Capital Management
Minnesota
$472K +$48.7K +4,542 +11%
CAM
404
Cresset Asset Management
Illinois
$472K +$508K +47,358 New
VFA
405
Valeo Financial Advisors
Indiana
$469K -$13.5K -1,260 -3%
TL
406
TrueWealth LLC
Georgia
$467K -$74.7K -6,960 -13%
AFP
407
Ausdal Financial Partners
Iowa
$467K -$64.1K -5,970 -11%
CAM
408
Carret Asset Management
New York
$461K – – –
MIH
409
Madison Investment Holdings
Wisconsin
$454K -$183K -17,028 -27%
GC
410
Gilbert & Cook
Iowa
$452K +$487K +45,396 New
FANJ
411
Financial Architects (New Jersey)
New Jersey
$449K -$1.09K -102 -0.2%
RPA
412
Rock Point Advisors
Vermont
$448K -$3.22K -300 -0.7%
PA
413
Paracle Advisors
Washington
$448K -$3.03K -282 -0.6%
HWA
414
HHM Wealth Advisors
Tennessee
$436K +$471K +43,860 New
BJL
415
Brighton Jones LLC
Washington
$432K +$30.2K +2,814 +7%
BWP
416
BSW Wealth Partners
Colorado
$429K +$80.4K +7,494 +21%
EAM
417
Evanson Asset Management
California
$426K +$386 +36 +0.1%
WCM
418
Weik Capital Management
Pennsylvania
$425K +$103K +9,570 +29%
SL
419
Summitry LLC
California
$425K +$458K +42,714 New
SMC
420
Smith, Moore & Co
Missouri
$423K +$25.2K +2,352 +6%
PPP
421
Private Portfolio Partners
New Jersey
$418K +$451K +42,000 New
WTC
422
WhitTier Trust Company
Nevada
$416K -$45.5K -4,236 -9%
RCC
423
Red Cedar Capital
Nebraska
$399K +$4.25K +396 +1%
BW
424
Bison Wealth
Georgia
$399K +$97.9K +9,126 +29%
ACM
425
Armbruster Capital Management
New York
$397K +$24.1K +2,250 +6%
15 16
17
18 19