We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
426
Roundview Capital
New Jersey
$2.82M -$19.5K -945 -0.7%
MFWP
427
Mosaic Family Wealth Partners
Missouri
$2.81M
AC
428
Abbrea Capital
California
$2.8M -$107K -5,163 -4%
VAF
429
Values Added Financial
District of Columbia
$2.79M +$220K +10,644 +9%
EWM
430
Elmwood Wealth Management
California
$2.78M +$53K +2,565 +2%
APP
431
Avantax Planning Partners
Iowa
$2.76M +$174K +8,412 +7%
JCIA
432
Jackson Creek Investment Advisors
Colorado
$2.76M +$73.3K +3,546 +3%
BFG
433
Bleakley Financial Group
New Jersey
$2.75M +$154K +7,473 +6%
SW
434
Simplicity Wealth
New Jersey
$2.75M +$154K +7,473 +6%
ZIM
435
Zacks Investment Management
Illinois
$2.75M +$228K +11,040 +9%
CIR
436
Clear Investment Research
Georgia
$2.74M +$14.4K +696 +0.5%
Lazard Asset Management
437
Lazard Asset Management
New York
$2.72M
BFPW
438
BOK Financial Private Wealth
Colorado
$2.68M -$12.4K -600 -0.5%
VWA
439
Visionary Wealth Advisors
Illinois
$2.66M +$187K +9,039 +8%
AA
440
Alesco Advisors
New York
$2.66M -$156K -7,545 -6%
JFGLC
441
Johnson Financial Group LLC (Colorado)
Colorado
$2.66M -$74.5K -3,606 -3%
GPFA
442
Game Plan Financial Advisors
Ohio
$2.66M +$88.4K +4,278 +4%
ECM
443
Elgethun Capital Management
South Dakota
$2.65M +$19.2K +930 +0.8%
NRW
444
Nova R Wealth
Kansas
$2.65M -$2.71M -131,343 -51%
EFP
445
Elser Financial Planning
Indiana
$2.65M +$2.55M +123,597 New
CIBC Private Wealth Group
446
CIBC Private Wealth Group
Georgia
$2.64M +$462K +22,365 +23%
AMG
447
Advisors Management Group
Wisconsin
$2.62M +$31.9K +1,542 +1%
CWM
448
Cabot Wealth Management
Massachusetts
$2.61M -$90.8K -4,392 -3%
WP
449
WealthShield Partners
North Carolina
$2.58M +$67.1K +3,249 +3%
CCWA
450
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.58M -$8.68K -420 -0.3%