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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
501
Pegasus Asset Management
New York
$313K +$48.5K +4,116 +18%
MA
502
Montag & Associates
Georgia
$310K -$60K -5,094 -16%
SCA
503
Stillwater Capital Advisors
Pennsylvania
$310K – – –
CA
504
Continuum Advisory
Idaho
$309K +$11.1K +942 +4%
IDA
505
Intelligence Driven Advisers
California
$303K – – –
OPA
506
Old Port Advisors
Maine
$300K -$1.34K -114 -0.4%
H
507
HoyleCohen
California
$300K +$33.8K +2,868 +13%
BDF
508
Balasa Dinverno & Foltz
$299K +$298K +25,302 New
PIM
509
Penobscot Investment Management
Massachusetts
$291K +$32.2K +2,730 +12%
SFS
510
Sowell Financial Services
Arkansas
$288K +$287K +24,372 New
FTIOP
511
Fiduciary Trust International of Pennsylvania
Pennsylvania
$284K – – –
RWA
512
River Wealth Advisors
Pennsylvania
$283K +$10.7K +906 +4%
PCM
513
Palouse Capital Management
Washington
$273K -$7K -594 -3%
SAA
514
Southeast Asset Advisors
Georgia
$270K +$12.7K +1,074 +5%
IA
515
Independence Advisors
Pennsylvania
$268K – – –
QCM
516
Quadrant Capital Management
New Jersey
$268K +$14.1K +1,200 +6%
FM
517
Foster & Motley
Ohio
$267K +$266K +22,566 New
WCWM
518
Willow Creek Wealth Management
California
$264K +$990 +84 +0.4%
LSC
519
Lesa Sroufe & Co
Washington
$264K +$58.3K +4,950 +28%
AIA
520
Armor Investment Advisors
North Carolina
$260K – – –
CA
521
Clearstead Advisors
Ohio
$252K – – –
GA
522
Gateway Advisory
New Jersey
$251K +$250K +21,234 New
WS
523
Wedbush Securities
California
$250K -$4.17K -354 -2%
JLBC
524
J.L. Bainbridge & Co
Florida
$248K – – –
LFG
525
Larson Financial Group
Missouri
$248K +$2.19K +186 +0.9%
19 20
21
22 23