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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
476
Sullivan, Bruyette, Speros & Blaney
Virginia
$316K +$310K +27,000 New
HCIA
477
Hochman Cole Investment Advisors
Illinois
$313K -$29.5K -2,568 -9%
RPG
478
Resource Planning Group
Georgia
$311K +$48.5K +4,218 +19%
NGA
479
Naples Global Advisors
Florida
$308K +$302K +26,322 New
SCA
480
Stillwater Capital Advisors
Pennsylvania
$307K – – –
RCM
481
Requisite Capital Management
Texas
$307K +$300K +26,100 New
OPA
482
Old Port Advisors
Maine
$306K +$13.2K +1,152 +5%
CA
483
Continuum Advisory
Idaho
$301K +$294K +25,566 New
IDA
484
Intelligence Driven Advisers
California
$300K – – –
BA
485
Boston Advisors
Massachusetts
$295K +$16.8K +1,464 +6%
PIP
486
Peachtree Investment Partners
Florida
$292K -$41.8K -3,636 -13%
FWM
487
Foresight Wealth Management
Utah
$284K -$2.96K -258 -1%
FTIOP
488
Fiduciary Trust International of Pennsylvania
Pennsylvania
$281K -$9.22M -803,010 -97%
FIA
489
FNY Investment Advisers
New York
$280K +$276K +24,000 New
PCM
490
Palouse Capital Management
Washington
$277K – – –
PO
491
Private Ocean
California
$275K – – –
SFWA
492
Summit Financial Wealth Advisors
Louisiana
$272K – – –
CIM
493
Contravisory Investment Management
Massachusetts
$269K -$20.9K -1,818 -7%
RWA
494
River Wealth Advisors
Pennsylvania
$269K +$28.6K +2,490 +12%
MCM
495
Maple Capital Management
Vermont
$269K +$28.9K +2,520 +12%
IA
496
Independence Advisors
Pennsylvania
$266K – – –
H
497
HoyleCohen
California
$264K -$14.4K -1,254 -5%
PAM
498
Pegasus Asset Management
New York
$261K +$256K +22,320 New
WCWM
499
Willow Creek Wealth Management
California
$260K -$138 -12 -0.1%
PCMF
500
Private Capital Management (Florida)
Florida
$259K -$24.6K -2,142 -9%
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