We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dakota Wealth Management
Florida
$4.17M +$68.4K +2,936 +2%
EWA
402
Exencial Wealth Advisors
Oklahoma
$4.16M -$365K -15,680 -8%
WC
403
Waterloo Capital
Texas
$4.08M +$5.15K +221 +0.1%
AWM
404
Axxcess Wealth Management
California
$4.08M -$722K -30,964 -15%
IC
405
IEQ Capital
California
$4.07M -$287K -12,320 -7%
APSI
406
Asset Planning Services Inc
Louisiana
$4.06M +$50.6K +2,173 +1%
AMG
407
Asset Management Group
Connecticut
$4.05M +$39.8K +1,706 +1%
AC
408
AlphaCore Capital
California
$4.02M -$288K -12,351 -7%
PA
409
Procyon Advisors
Connecticut
$4.01M -$110K -4,702 -3%
Pathstone Holdings
410
Pathstone Holdings
New Jersey
$3.99M
HFS
411
Hantz Financial Services
Michigan
$3.96M -$66.3K -2,846 -2%
SHJ
412
Sharkey, Howes & Javer
Colorado
$3.95M -$112K -4,797 -3%
CPA
413
Cathy Pareto & Associates
Florida
$3.93M +$3.95M +169,634 New
MWM
414
Meridian Wealth Management
Kentucky
$3.92M -$166K -7,130 -4%
HCM
415
Hollencrest Capital Management
California
$3.9M -$2.03K -87 -0.1%
SG
416
Somerset Group
Minnesota
$3.86M -$38.3K -1,644 -1%
JWBC
417
John W. Brooker & Co
California
$3.85M +$317K +13,600 +9%
SHGA
418
Sand Hill Global Advisors
California
$3.85M +$90.3K +3,875 +2%
RWP
419
RWA Wealth Partners
Massachusetts
$3.84M -$77.1K -3,308 -2%
MW
420
Maia Wealth
Colorado
$3.82M -$9.36M -401,441 -71%
TPCW
421
TD Private Client Wealth
New York
$3.81M +$138K +5,907 +4%
EWM
422
Elmwood Wealth Management
California
$3.8M -$59.6K -2,558 -2%
FVIM
423
Fort Vancouver Investment Management
Washington
$3.78M -$20.6K -883 -0.5%
FFA
424
First Foundation Advisors
California
$3.76M +$48.1K +2,062 +1%
MIA
425
MeadowBrook Investment Advisors
Michigan
$3.73M -$102K -4,360 -3%