We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
26
Northwest Quadrant Wealth Management
Oregon
$48.5M +$2.36M +200,466 +5%
ML
27
McAdam LLC
Pennsylvania
$46.3M +$6.18M +524,550 +15%
PFG
28
Piershale Financial Group
Illinois
$44.9M +$1.98M +167,904 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$42.9M +$6.74M +571,836 +19%
CHA
30
Cooper/Haims Advisors
New York
$42.5M +$2.33M +197,664 +6%
RWM
31
RKL Wealth Management
Pennsylvania
$41.9M -$2.82M -239,604 -6%
BTS
32
BB&T Securities
Virginia
$41.1M +$367K +31,152 +0.9%
HighTower Advisors
33
HighTower Advisors
Illinois
$40.6M +$823K +69,852 +2%
LPL Financial
34
LPL Financial
California
$39.9M +$1.54M +130,722 +4%
JFG
35
JMG Financial Group
Illinois
$37.1M +$693K +58,782 +2%
SFA
36
Sequoia Financial Advisors
Ohio
$36.9M +$4.75M +402,840 +15%
PEA
37
Pacific Edge Advisors
California
$36.5M +$336K +28,476 +0.9%
FPCG
38
Fort Pitt Capital Group
Pennsylvania
$36.4M +$35.6M +3,018,666 +5,038%
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$35.7M +$2.11M +179,106 +6%
PRS
40
Pinkerton Retirement Specialists
Idaho
$34.5M +$750K +63,648 +2%
BC
41
Brinker Capital
Pennsylvania
$33.8M -$1.1M -93,204 -3%
RCIM
42
Red Cedar Investment Management
Michigan
$33.4M +$9.68M +821,508 +41%
BSB
43
Bangor Savings Bank
Maine
$32.8M +$2.6M +220,944 +9%
Morgan Stanley
44
Morgan Stanley
New York
$31.9M +$9.57M +812,334 +43%
CAM
45
Cresset Asset Management
Illinois
$31.9M +$30.7M +2,601,330 +2,661%
MTC
46
Matrix Trust Company
Colorado
$31.2M +$108K +9,168 +0.3%
AWMG
47
Alliance Wealth Management Group
New Jersey
$30.2M +$51.3K +4,356 +0.2%
TCM
48
Towercrest Capital Management
Pennsylvania
$30.2M +$51.3K +4,356 +0.2%
PA
49
Planning Alternatives
Michigan
$29.3M +$17.6K +1,494 +0.1%
SHJ
50
Sharkey, Howes & Javer
Colorado
$29.1M +$1.64M +139,104 +6%