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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
501
Sigma Investment Counselors
Michigan
$3.45M -$71.7K -2,511 -2%
MFWP
502
Mosaic Family Wealth Partners
Missouri
$3.43M +$8.77K +307 +0.3%
WI
503
Wedgewood Investors
Pennsylvania
$3.42M +$182K +6,381 +6%
SWA
504
Sax Wealth Advisors
New Jersey
$3.42M +$1.73M +60,496 +83%
AG
505
AlTi Global
New York
$3.41M +$1.3M +45,520 +65%
KCM
506
Kathmere Capital Management
Pennsylvania
$3.39M +$94.5K +3,311 +3%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$3.39M +$12.7K +444 +0.4%
CFG
508
Cooper Financial Group
California
$3.38M +$112K +3,911 +4%
AF
509
Advisornet Financial
Minnesota
$3.36M -$277K -9,698 -8%
SEEDPG
510
S.E.E.D. Planning Group
New York
$3.35M +$453K +15,866 +16%
HC
511
Hurley Capital
New York
$3.32M -$20K -701 -0.6%
CIR
512
Clear Investment Research
Georgia
$3.31M -$5.17K -181 -0.2%
AWM
513
AE Wealth Management
Kansas
$3.31M -$4.48M -156,940 -58%
JC
514
JM2 Capital
Oklahoma
$3.3M +$14.2K +496 +0.4%
TIA
515
Traphagen Investment Advisors
New Jersey
$3.3M +$8.39K +294 +0.3%
NW
516
NewEdge Wealth
Pennsylvania
$3.3M -$1.1M -38,676 -26%
NCM
517
Next Capital Management
New York
$3.3M -$58.2K -2,037 -2%
ETC
518
Exchange Traded Concepts
Oklahoma
$3.28M -$3.01M -105,368 -49%
OPAM
519
Ocean Park Asset Management
California
$3.28M -$3.01M -105,368 -49%
LTL
520
Lowery Thomas LLC
California
$3.22M +$225K +7,885 +8%
PCM
521
Parsons Capital Management
Rhode Island
$3.21M +$53.3K +1,867 +2%
FRA
522
Front Row Advisors
California
$3.21M -$5.85K -205 -0.2%
MT
523
Midwest Trust
Kansas
$3.21M – – –
PA
524
Pinnacle Associates
New York
$3.2M -$78.4K -2,747 -2%
AV
525
Aspiring Ventures
Ohio
$3.19M +$772K +27,050 +33%
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