We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
426
Transform Wealth
Colorado
$651K -$12.8K -1,056 -2%
CBFP
427
Cedar Brook Financial Partners
Ohio
$649K -$114K -9,366 -13%
PFA
428
Pinnacle Family Advisors
Missouri
$646K -$823K -67,770 -52%
CA
429
Cetera Advisors
Colorado
$645K -$27.3K -2,250 -3%
WSTAM
430
Wilbanks Smith & Thomas Asset Management
Virginia
$639K -$11K -906 -1%
KIA
431
KCM Investment Advisors
California
$636K -$3.13K -258 -0.4%
LWAC
432
Laurel Wealth Advisors (California)
California
$623K -$118K -9,696 -14%
BSW
433
Buckingham Strategic Wealth
Missouri
$621K -$86.8K -7,146 -11%
SFSIG
434
San Francisco Sentry Investment Group
California
$610K -$86.1K -7,092 -11%
SFG
435
StrategIQ Financial Group
Indiana
$604K -$96.3K -7,926 -12%
RCA
436
Reitz Capital Advisors
Michigan
$600K +$364 +30 +0.1%
PWW
437
Pettyjohn Wood & White
Virginia
$598K +$18.2K +1,500 +3%
NGA
438
Naples Global Advisors
Florida
$591K +$111K +9,144 +19%
LRPA
439
L. Roy Papp & Associates
Arizona
$586K -$21.9K -1,800 -3%
PP
440
Palladium Partners
Virginia
$586K -$6.71K -552 -1%
IF
441
Ironwood Financial
Arizona
$584K -$3.19M -262,278 -82%
LWMM
442
Legacy Wealth Management (Mississippi)
Mississippi
$582K -$1.17M -96,000 -63%
SG
443
Somerset Group
Minnesota
$569K +$123K +10,104 +22%
BL
444
BFSG LLC
California
$565K -$17.7K -1,458 -3%
HWA
445
Heritage Wealth Advisors
Virginia
$560K +$8.82K +726 +1%
HIC
446
Holderness Investments Company
North Carolina
$549K -$57K -4,692 -8%
HP
447
HT Partners
Connecticut
$546K +$46.2K +3,804 +8%
GG
448
GenWealth Group
New Jersey
$537K
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$528K
RPGK
450
Retirement Planning Group (Kansas)
Kansas
$499K -$492K -40,476 -45%