We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
401
Waterloo Capital
Texas
$4.53M -$211K -9,345 -5%
CP
402
Creekside Partners
California
$4.52M -$2.28K -101 -0.1%
TPCW
403
TD Private Client Wealth
New York
$4.49M +$425K +18,789 +11%
MTIC
404
Missouri Trust & Investment Company
Missouri
$4.47M -$117K -5,157 -3%
APSI
405
Asset Planning Services Inc
Louisiana
$4.46M +$137K +6,065 +3%
BFS
406
Bradley Foster & Sargent
Connecticut
$4.41M +$2.91M +128,539 +248%
Pathstone Holdings
407
Pathstone Holdings
New Jersey
$4.41M -$1.82M -80,281 -31%
SWM
408
Shelton Wealth Management
Texas
$4.39M -$115K -5,089 -3%
IAN
409
Integrated Advisors Network
Texas
$4.37M -$304K -13,458 -7%
AMG
410
Asset Management Group
Connecticut
$4.29M +$9.84K +435 +0.2%
EWM
411
Elmwood Wealth Management
California
$4.24M -$62.5K -2,763 -2%
PA
412
Procyon Advisors
Connecticut
$4.23M -$164K -7,245 -4%
EWA
413
Exencial Wealth Advisors
Oklahoma
$4.2M -$115K -5,090 -3%
CPA
414
Cathy Pareto & Associates
Florida
$4.17M +$143K +6,318 +4%
FVIM
415
Fort Vancouver Investment Management
Washington
$4.11M +$359K +15,861 +10%
HCM
416
Hollencrest Capital Management
California
$4.11M +$136 +6 +0%
VAF
417
Values Added Financial
District of Columbia
$4.11M +$888K +39,296 +30%
RWB
418
RMR Wealth Builders
New Jersey
$4.11M +$297K +13,139 +8%
HF
419
HRT Financial
New York
$4.09M +$3.78M +167,407 New
HFS
420
Hantz Financial Services
Michigan
$4M -$105K -4,654 -3%
FFA
421
First Foundation Advisors
California
$3.95M
MIA
422
MeadowBrook Investment Advisors
Michigan
$3.95M +$61.5K +2,718 +2%
DAS
423
Diversify Advisory Services
Utah
$3.94M +$674K +29,821 +24%
SHGA
424
Sand Hill Global Advisors
California
$3.91M -$137K -6,064 -4%
SFS
425
Summit Financial Strategies
Ohio
$3.87M -$10.9K -483 -0.3%